| At Day Air Credit Union, we’re committed to helping our members achieve their financial goals! Enjoy the finer things in life, both now and later in life! Sit down with one of our CFS* Financial Advisors one-on-one and discuss your long-term financial planning goals.Schedule a complimentary, no-obligation appointment today!
or call (937) 643-2160 today! |
By simply saving a small percentage of your salary each month you may be astonished how significant your retirement accumulation could be.
It may surprise you how much more you could accumulate in savings simply by repositioning assets and investing to achieve potentially higher returns.
Determine how well you have prepared and what you can do to improve your retirement outlook. It’s important that you re-evaluate your preparedness on an ongoing basis. |
Determine whether or not you are eligible to contribute to a Traditional IRA and/or a Roth IRA and the maximum amount that may be contributed.
Interest working for you now in a regular savings program is much better than having interest work against you in the future in the form of education loans.
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. |
Meet our CFS* Financial Advisors
Luke Neff CFP®, CRPC®
Samuel Bernard
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Why invest with CFS at Day Air? Day Air wants to improve the financial condition of each and every member. On an on-going basis, Day Air looks for ways to enhance your membership and that’s why we’ve formed a relationship with CUSO Financial Services, L.P., (CFS) a full-service broker-dealer and SEC Registered Investment Advisor formed in 1996. Through CFS, we provide a complimentary, no obligation consultation with registered Financial Advisors, who will work with you to help you identify and achieve your long-term goals. Schedule a complimentary, no-obligation appointment today!
or call (937) 643-2160 today! |
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My Portfolio
First Time Logging In? You can review your investments by logging on to My Portfolio at any time. To access your portfolio, please contact your Financial Advisor who can help you get started at (937) 643-2160. Request your Day Air Investment Services Membership ID and password. Please note: This login is different than your login for Day Air Credit Union. Returning and Need Assistance? If you need additional assistance, your Investment Advisor is available to help during normal business hours. Please call them at (937) 643-2160. When you select Day Air Credit Union Investment Services, you establish a relationship with CUSO Financial Services L.P. (CUSO). Together, we want to help you meet your financial needs. You are a member and we care about your goals. We listen to what’s important to you, and where you want to be financially five, ten or even thirty years from now. Once we understand where you want to go, we can offer the choices and guidance to help you get there. *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. Day Air Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.. |
