CSI Financial

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CSI Financial is a wholly owned affiliate of USU Charter Credit Union. The mission of CSI Financial is to provide insurance and investment services of the highest quality in a manner that meets or exceeds our clients' expectations. We emphasize a comprehensive team approach coordinating the expertise of professionals in insurance, investments, estate, legal, and accounting services. From life insurance to complicated estate and financial planning, integrity and service are our foundation. Expertise that can bring greater security to your financial picture.

In today's fast-paced, changing world planning for your financial future is essential.

Are You Planning for the Future?

Our CSI Financial Representative will be happy to contact you and answer questions or assist you with your financial planning.

Email bhfs@usuccu.org,
Select the Investments or Retirement Planning options on our Contact Form,
Or let us know what you need through our CSI Financial Application.

Helping meet your needs with...

Personal Planning

Business Planning

A comprehensive financial review system is used to measure your current financial picture against your objectives. They will then make recommendations on ways to move closer to your personal financial target while protecting your assets.

Areas of interest are:

Estate Analysis
Income analysis
Retirement Strategies
Life Insurance
Disability Income Insurance
Health Insurance
Education Funding
Financial Planning
Estate Planning

Maximize owner and key employee benefits, help protect owner investment, and offer all employee benefit programs.

Employee Benefit Plans

401(k)/Profit Sharing Plans
Money Purchase and defined Benefit Pension Plans
Group Health, Life and Disability
Section 125 Cafeteria Plans

Business Continuation Plans

Buy/Sell Agreements
Key Person
Business Overhead Expense Insurance
Loan Collateral using Life Insurance

Executive Benefit Plans

Split Dollar
Deferred Compensation Plans
Supplemental Employee Retirement
Salary Continuation
Executive Bonus Plans
Estate Analysis
Group Carve-Out

The investment products offered through CSI Financial: 1) are not federally insured; 2) are not obligations of the credit union; 3) are not guaranteed by the credit union or any affiliated entity; 4) involve investment risks, including the possible loss of principal.

By clicking on the links above you will be transferred to another company's website. USUCCU is providing these links as a service to you and is not responsible for the content or accuracy of the information provided on these sites. Please be aware that other web sites may obtain or use information about you differently than us. We recommend you read the privacy policies of any web site you visit before using their services.