Helping you plan for life's important financial, investment, and insurance stages.

At different stages in your life, you have different priorities, responsibilities and financial goals. Strategic financial advice, as well as a source for investment and insurance options for your current life stage are available at Sound Credit Union, through CUSO Financial Services, L.P. (CFS).

Meet Paul Stevick

Your personal Financial Advisor, Paul Stevick, will work with you to monitor and assess your financial, insurance, and investment needs as changes in your life or business occur. You can receive professional guidance on insurance, investments and financial planning for retirement or college funding. Business owners can receive advice on employee benefit plans, business succession, and protection for key employees. There is no cost or obligation for meeting with your Financial Advisor.

As your personal Financial Advisor, you can expect the same level of care and service you're accustomed to receiving at Sound Credit Union. Paul Stevick is here to offer you knowledgeable and objective financial advice,
based on your individual or business needs.

Getting started is easy.

All the financial tools you need are available through CFS* at Sound Credit Union.

• Financial Planning
• Estate Planning
• Retirement Plans 401(k), 403(b), SEP
• Individual Retirement Accounts (IRAs)
• Roth IRAs
• Education IRAs
• Education Fund Accounts
• 529 Plans
• TSP-Thrift Savings Plan
• Custodial Accounts
• Tax-Deferred Annuities
• Mutual Funds
• Stocks
• Corporate and Municipal Bonds
• Money Market Funds
• U.S. Government Securities
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• Complimentary Educational Seminars

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Investment representatives are registered through CFS (member FINRA/SIPC).

Join. Protect. Provide.
Three simple words. One great benefit.

Did you know that as a member of Sound Credit Union you are eligible for no-cost insurance protection from The Hartford Insurance Company? The no-cost $2,000 Accidental Death & Dismemberment insurance, as well as group rates on supplemental coverage, is just another great benefit of being a member at Sound. Take advantage of this no-cost insurance protection today.