Financial Planning Services

Your future just got brighter.

Work With Patriot to Reach Your Goals

Our financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation appointment.

Financial Services


Financial Planning

Our financial advisors will help you build a custom and individualized approach to creating a financial plan that will help make your goals a reality.



Saving for College

There’s no denying the benefits of a college degree, but the benefits come at a price. Learn how to save for your child’s education in an affordable and easy way.

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Estate Planning

Estate and trust laws establish the legal right to develop financial plans that address the security risks triggered by life’s unforeseen events. Learn more about the components of an estate plan such as wills, trusts, powers of attorney, and more.

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Retirement Planning

You may have an idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Learn more about how to build a plan to get the most out of your retirement.

How Does It Work?

A financial advisor can provide you insight and guidance based on an understanding of your unique situation. Here’s what you can expect…


Identify Your Goals

Your vision for the future is unique. We’ll help you prioritize your goals and the level of importance of each one.


Identify Financial Resources

We’ll guide you toward the financial resources that will help fund the achievement of your goals.


Determine Your Risk Tolerance

Our advisors will help you determine the balance of investment risk and return that works for you.


Create Your Personal Plan

We’ll help you outline the investment and insurance services needed to help achieve your retirement goals.


Review and Discuss

Together, we’ll review your plan and address any of your questions or concerns.


Discuss the Steps

Finally, we’ll discuss the steps needed to put your plan into action including reviewing your Social Security strategy, plan for savings, and the appropriate asset allocation strategy for your investment portfolio.

Are You on The Right Track for Retirement?

Whether planning for a comfortable retirement or seeking sound investment advice, Patriot Financial Services,* through CUSO Financial Services, L.P. (CFS),* is your financial planning and investment resource. Schedule a no-obligation, no-cost appointment with one of our knowledgeable and experienced financial advisors.

They’ll evaluate your situation and provide assistance to help you stay on track to meet your goals. It’s never too late to begin investing, so contact a financial advisor today and receive a personalized road map for achieving your financial goals.

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  • *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. Patriot Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

  • Not Insured by NCUA or Any Other Government Agency
    Not Credit Union Guaranteed
    Not Credit Union Deposits or Obligations
    May Lose Value