CFS Advisors are available to help
CFS Financial Advisors Help with 401k plans.
Financial Advisors Help with 401k plans
The team of Financial Advisors available through CUSO Financial Services, L.P. at Blue are available to help employees with their 401(k) plan situations.
When you are facing circumstances due to a company restructure, we're here for you. Changing employment situations can be stressful. We can discuss your 401(k) plans in greater detail and do a comprehensive financial analysis that considers many potential obstacles you could face.
Many people are unaware of possible tax implications if their 401(k) plan is not managed or transferred correctly. The IRS could impose tax penalties in some cases**. Our Licensed CFS* Financial Advisors are experienced and have resources that can help you evaluate the different options you may have when making such an important decision.
Let's create a plan that will help add some confidence to very uncertain times.
Donna Creighton
CFS* Investment AdvisorDonna Creighton is a registered Financial Advisor through CUSO Financial Services, L.P., at Blue Federal Credit Union and has been in the financial services industry since 1980.
Daniel Hancock
*CFS Investment AdvisorDaniel Hancock has been Series 7 securities licensed since 2012, and has worked in different roles since then. Most recently he spent over 4 years as an investment specialist for a bank trust department in Cheyenne.
Dave Pringle
CFS* Financial AdvisorDave Pringle has been a Financial Advisor since 2003. Throughout his career, Dave has helped numerous individuals, families and business owners achieve financial strength and security. Dave’s track record includes working at large and medium size banks, large corporations, and as a business owner. His planning focus helps people work towards their vision using strategies that involve financial plans, investments and insurance.
Investments at Blue
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.
Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Investments at Blue has contracted with CFS to make non-deposit investment products and services available to credit union members.
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