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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.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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