Consolidated Retirement Plan Assets
Join CFS* Financial Advisor Dan Lewis for these informational seminars to help ensure your retirement plan is in check!
- Potentially save money on fees
- Allocate, diversify, and rebalance within one portfolio
- Estate planning
- Simplify required minimum distributions and consolidate statements
Gain these benefits, all with the guidance of a professional financial advisor.
CUSO Financial Services, LP
Dan has held a number of positions over his career in the financial services industry, which has given him a broad range of knowledge and experience serving clients in the areas of insurance, investments, retirement, college planning and estate planning. As an advisor for CUSO Financial Services LP, Dan’s philosophy and personal approach is to work with each member to gain a greater understanding of their unique circumstances and goals, to match those needs and desires with the most effective investment solutions, and to offer an unparalleled level of service and support.