Investments and Insurance Services

L.A. Financial Credit Union Investment Services* helping you build a financially sound future.

Stephan Winn, an Investment Representative through CUSO Financial Services, L.P. (CFS) is a knowledgeable financial professional committed to doing what is right for you and your unique financial situation.

He has found from experience, listening is the best way to uncover your needs and design a financial strategy tailored to help meet your specific goals.

L.A. Financial Credit Union Investment Services is dedicated to providing you investment service options through CFS with an emphasis on quality service and impartial advice and guidance. We are there for you during any stage of your financial life:

• Retirement planning
• College planning
• Wealth transfer
• Suddenly Single
• Career Changes

L.A. Financial Credit Union and the CFS Investment Representative at L.A. Financial Credit Union Investment Services*. Helping you plan for tomorrow...today.

Stephan Winn is available to schedule your complimentary consultation. Please call him at 800.894.1200 ext. 8244 .

When was the last time you had a financial check-up?

Have you asked yourself recently how healthy you are – not just physically, but financially as well? In order to be healthy physically we need to have a plan for diet and exercise, and consistently strive to meet our goals. Financial health works the same way.

Our financial plan is like our diet and exercise program. We need to be monitoring our progress and ensuring that we stick to our “diet,” or in other words, our financial plan. Our goals are long-term in nature, so if we get off track at times, such as not saving one month, we can make up for it by getting back on the program next month.

Just as exercising is easier with a coach, managing your money may also be easier when you have someone there to monitor your progress and encourage you along the way. This is where we can be of real value. We’re here to help you design a financial regimen, follow it, and stay focused on your goals. That’s why we need to meet regularly, so that we can work together to stay on track.

As you probably know, it can be a long time before you see the effects of a healthy lifestyle. Financially, this is true too. Many of the goals you have are probably long-term, such as paying for your children’s college education, or funding a retirement full of travel. You will be able to see the potential benefits of following your financial plan if you hang in there for the long haul.

You are a valued client of ours, and LA Financial Investment Services, available through CFS* would like to extend an invitation for you to come in for a financial consultation with Stephan Winn. Stephan is available for consultation at your convenience, please contact him at 800.894.1200 ext.8244 or drop by your local branch.