
Preparing for Your Financial Future in the Present
Medicare
Our partners at Senior Benefits Insurance Services specialize in helping members understand important topics, such as how to effectively utilize Medicare.

- MEDICARE
- LONG TERM CARE
- ESTATE PLANNING

Trust Services & Estate Planning
We’ll help develop a sound strategy to ensure your personal wishes are carried out correctly, beneficiaries get the assistance they need, and the goals set for the next generation are reached.
- INVESTMENT MANAGEMENT SERVICES
- ESTATE PLANNING
- PROFESSIONAL TRUST ADMINISTRATION
- PROFESSIONAL ESTATE SETTLEMENT
- RETIREMENT PLANNING
- CHARITABLE TRUSTS AND FOUNDATIONS
Investment Services
CUSO Financial Services Advisors provide professional & personalized assistance in evaluating financial situations, presenting income strategies, and creating wealth management plans tailored to your needs.

- REVIEWING YOUR CURRENT FINANCIAL PLAN
- RETIREMENT PLANNING
- IRA, 401(K), 403(B), 457 PLANS, AND TSP ROLLOVERS
- RETIREMENT INCOME STRATEGIES
- HIGHER EDUCATION FUNDING
- LIFE & LONG-TERM CARE INSURANCE

We're Here to Help You
At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.