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Our CFS* Advisor, Tony Fox, is here to help you achieve your financial goals. The first and most important step in the investment planning process is carefully listening to understand what is most important for your personal situation. From there, Tony can tailor a financial plan that will address your specific objectives and concerns. Whether you are planning for today, tomorrow, for yourself, or a loved one, Tony can help you craft a plan designed to help you accomplish what matters most. Tony is eager to work with you one-on-one to assess your financial situation and develop a strategic plan designed for your financial goals.

Tony Fox at Clackamas Investment Services, available through CFS*, can help with:

Financial Planning
•  Retirement Planning
    •  Rollover Strategies
    •  Traditional & Roth IRAs
    •  Asset Allocation & Diversification
    •  Advisory Services & Money Management
    •  Certificate & Savings Alternatives 
    •  Portfolio Review & Analysis
    •  Tax Deferred Investing
    •  Income Strategies
    •  Business Planning
    •  Special Needs Planning

Estate Planning
•  Life Insurance
    •  Long-Term Care
    •  Wealth Transfer

Tony Fox and Binny Nguyen
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 *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. CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, CO, ID, IA, ME, OH, OR, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.