Our Services

Ron Barnette, CFS* Financial AdvisorDuring your initial meeting, Ron will assess your financial picture, goals and risk profile. You will receive a customized strategy designed to help you more effectively reach your short-, mid- and long-term financial goals. Ron will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions. You can meet with Ron each year to review your portfolio and make adjustments as needed.

While developing a customized financial program, he will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, he will customize appropriate strategies to suit your vision and objectives.  Ron can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products


CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.