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We are pleased to introduce you to Rick Hoskins our CFS Financial Consultant, through CUSO Financial Services, LP (CFS).

Rick is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Rick and gain valuable information on financial planning topics that include:

• 401(k) 403(b) and 457 Rollovers
• Retirement Life Style Strategies
• Creating Income in Retirement
• Life & Long Term Care Insurance
• Small Business Services

“As a financial consultant I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”

Registered through CUSO Financial Services, LP
Series 7 – Securities Representative
Series 66 – Investment Advisor
Life and Health Insurance

Educational Background
University of Missouri,
Personal Financial Planning, 2013

 

Rick Hoskins, CFS Financial Advisor

858-805-7922
rhoskins@cusonet.com 

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

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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