Senior couple having fun with a skateboard.

SESLOC Wealth Management, Retirement and Investment Accounts

SESLOC Wealth Management

Available through CUSO Financial Services, LP

Senior couple having fun with a skateboard.

SESLOC Wealth Management

Available through CUSO Financial Services, LP

Our CFS* Financial Advisor is here to help.

You can check the background of this investment professional on FINRA’s BrokerCheck

Whether you are considering retiring, managing life changes, or just starting to build your nest egg, professional advice can help make financial planning easier. Our Wealth Management services are provided to you through our relationship with CUSO Financial Services, L.P. (CFS), and we are confident you will find their services beneficial.

SESLOC’s CFS Wealth Management services can provide:

  • Comprehensive Financial Planning
  • Tax Deferred Investments
  • Retirement Income Strategies
  • Retirement Plan Rollovers – 401k, 403b and 457 Plans
  • Insurance – Life, Long-term Care and Disability Income
  • Business Retirement Plans – SEPs and Simple IRAs
Get Started

Schedule an appointment with our representative directly:

Rick-Hoskins

Rick Hoskins

Serving all SESLOC branches

(858) 805-7922  |  Email Rick Hoskins

Or you may call SESLOC at (805) 543-1816.

Registered through CUSO Financial Services, LP
Series 7 – Securities Representative
Series 66 – Investment Advisor | Life and Health Insurance

Retirement Calculators

  • Save for Retirement — Assessing your retirement plan? Check out this retirement savings calculator. 
  • Estimate Social Security Benefits — Your retirement Social Security benefits can be estimated with this calculator based on your average annual income, your current age, and your retirement age.
  • What Will My Savings Be Worth? — This handy calculator can give you an estimate of the future value of your savings. 
  • Retirement Income EstimatorWhat monthly income will your retirement savings provide? Use this calculator to estimate. 
CFS is an Independent Broker-Dealer and SEC Registered Investment Advisor formed for the express purpose of serving Credit Union members’ investment and financial planning needs.
*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.

It’s Never to Early to Plan Ahead

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Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges.

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Should You Be Concerned About Inflation?

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If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate of 5.0%, the highest 12-month increase since August 2008.1

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