The confidence you have with Texas Bay Credit Union extends to the Texas Bay Financial Services Center, through our broker dealer CUSO Financial Services, LP*.
Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just interested in getting a second opinion, we’re here to help.
Our CFS* Financial Advisor, Alicia Knape, can provide you individualized service, and is experienced in working directly with members like you.
CUSO Financial Services, L.P. *
Located at Texas Bay Credit Union
In today’s market, it’s essential to work with a Financial Advisor who can provide you with insight and guidance based on an understanding of your unique situation.
For over six years, Alicia Knape has concentrated on developing, implementing, and monitoring
personalized financial plans for her clients. She specializes in retirement strategies and IRA rollovers for 401(k)’s, 403(b)’s, 457’s, Profit Sharing, TSP’s and CalSTRS. Alicia is FINRA series 6, 7, 63 and 65 licensed and holds a life insurance license in Texas. She is licensed to do business in Kentucky, New Hampshire and Texas.
Whether it’s developing sound solutions for your retirement, helping to generate income, or protecting your family in the event of injury or death, Alicia Knape is here to:
To learn more, contact Alicia Knape or stop by your local branch.
The road to financial freedom can be short and sweet for those who follow a road map or a long and daunting path for those who fail to make a plan. Let Alicia knape our CFS* Financial Advisor at Texas Bay Credit Union, help you take the first steps toward helping you build a relatively secure financial future, by creating a road map to your financial freedom, and designing a P.L.A.N.
Pay yourself first
Live within your means
Work towards your family’s stability
Never stop learning
Looking forward to the day when you’ll be spending time the way you want, not sitting in traffic on the way to work? No matter how many years there are between today and retirement, it’s never too soon to start planning.
When you’re in your 50s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90s. But if you haven’t started saving for retirement yet, it’s not too late to catch up. Our CFS* Financial Advisor, Alicia Knape, can help you create a financial P.L.A.N. and help you uncover ways to
If you have IRA’s, 401(k)’s and pension plans at multiple financial institutions, you may want to consider consolidating your accounts. Our CFS* Financial Advisor, Alicia Knape, can answer your rollover questions and help you find ways to
There are several possible solutions available for those who need to increase their income during their non-working years. Our CFS* Financial Advisor, Alicia Knape, can help you overcome challenges and stretch your retirement income by
Estate planning is a crucial part of financial planning. Once you’ve planned retirement and invested wisely, it’s time to focus on how your assets will be managed after your death. Our CFS* Financial Advisor, Alicia Knape, can help you feel confident that your assets will be distributed the way you desire. Regardless of the size of your estate, Alicia can help you make decisions about
For many grandparents, contributing to a grandchild’s education is a special joy. Our CFS* Financial Advisor, Alicia Knape, can help you understand the different plans that are available to help you finance college or other institutions, including: