Broker Check

Getting Started

Getting Started? We can help you establish a strong financial foundation.

Getting Started? We can help you establish a strong financial foundation.

If you’re just getting started, dreaming about buying a home, starting a family or thinking about where and how you want to retire, we’re here to help. Let’s discuss how we can help you establish a strong financial foundation to help make those dreams a reality.

Straightforward and objective investment advice can save you time while making the most of your money.

Whether you’re a beginner or an experienced investor, we are here to help you create a financial P.L.A.N.:

  • Pay yourself first
  • Live within your means
  • Assure your family’s stability
  • Never stop learning

At ViaInvestment Services, available through CUSO Financial Services, L.P. *  Heath can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn More
Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
Learn More

Have a Question?

Thank you!
Oops!