The Financial Planning Center
Achieve your financial goals
At Day Air Credit Union, we're committed to helping our members achieve their financial goals! That's why we've formed a relationship with CUSO Financial Services, L.P., (CFS)
a full-service broker-dealer and Registered Investment Advisor formed in 1996.
Through CFS, we offer a complimentary, no obligation consultation with a registered Financial Advisor, who will work with you to help you identify and achieve your long-term financial goals.
Why invest with us?
Day Air wants to improve the financial condition of each and every member. On an ongoing basis, Day Air looks for ways to enhance your membership benefits and this is one way we are doing that. We want you to enjoy the finer things in life, both now and later in life. Start planning your future today for a bright tomorrow!
All the financial tools you need, available through CFS:
- Financial Planning
- Estate Planning
- Mutual Funds
- Tax-Deferred Annuities
- TSP-Thrift Savings Plan
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- Education IRAs
- 529 Plans
- Custodial Accounts
- Retirement Plans
401(k), 403(b), SEP
- Education Fund Accounts
- Corporate and Municipal Bonds
- Money Market Funds
- U.S. Government Securities
- Long-Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Complimentary Educational and Financial planning Seminars
Call 937.643.3805 for your complimentary appointment today. Our Financial Advisor will sit down with you one on one and discuss your long term financial planning goals... deciding what's best for you!
Currently we are licensed to conduct securities business in CA, FL, HI, IL, IN, KY and OH.
Financial Planning Center Newsletters
Read great tips and articles on the latest topics regarding financial planning.
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. Day Air Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.