Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned for retirement and invested wisely, it's time to focus on how your assets will be managed after your death.

CFS* Financial Advisor David Elster can help you find answers to all your questions and help you create a plan so you can feel confident your assets are distributed the way you desire.

Whether your estate is large or small, there are many issues to consider in creating an estate plan. Let David help you establish a plan for the future.

To learn more about estate planning and protecting your family, contact David today at or 858-805-7949.

*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.
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