Financial management and planning
Directions Financial Solutions (DFS) was established to serve the financial planning needs of Directions members. Staffed by a team of qualified financial professionals registered with CFS*, we are here for you when it comes to planning your future and taking care of the ones you love.
Goals-Based Investing Explained
At its core, goals-based investing connects investment strategies to a member's financial objectives. Directions Financial Services empowers advisors to make that connection by custom-tailoring strategies for the three stages of an investment journey: Gain, Protect and Spend.
In this stage, we seek to capture growth trends with a flexible, active investing process that’s designed with the goal of growing wealth over time, while being mindful of volatility.
Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan.
In this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Retirement Planning
- Retirement Income Strategies
Advice & Financial Guidance
- Life Insurance
- Education Funding
- Financial Planning
- Long-Term Care Insurance
Learn more about our services partner
Directions Financial Solutions service offerings are made possible through the partnership of our broker/dealer CUSO Financial Services, LP. (CFS)*. Formed to help credit unions meet their members’ investment needs, CFS* is nationwide and has always specialized in working with financial institutions to deliver services and support that help to procure a more secure financial future.
Self-directed Online Trading
Together with CUSO Financial Services, we provide the investment choices you want and the tools and services you need to achieve your financial goals.
Matthew B. Williams
CUSO Financial Services, L.P. (member FINRA/SIPC)
Your financial advisor
Matt has over 20 years of experience in the financial services industry offering sound investment and insurance advice. He offers an array of financial services for our members. Matt is a graduate of St. Francis de Sales and the University of Cincinnati. He maintains the FINRA 7, 63, and 65 licenses along with the Ohio Accident and Health, Casualty, Life, Property, and Variable Licenses.
Check the background of CUSO Financial Services and Matt on FINRA's BrokerCheck.
Schedule a consultation
To get started designing your plan, contact us today to schedule a free, no-obligation appointment with a financial advisor.
To set an appointment with Matt Williams, please contact:
419-720-4759 or [email protected]
*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. Directions Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Need to crunch the numbers?
Financial planning is work but it doesn’t have to be hard work. Need to crunch the numbers? Directions has a variety of calculators available on our website to help with your financial planning needs!