Benefits that work for your employees and your business
Show your team they're valued by offering customized retirement plans and benefits, available through CUSO Financial Services, L.P.*
Overview
You value your employees and all they do to support your business growth. Work with our CFS* Financial Advisors to build a compensation plan to help them succeed.
SUGGESTED FOR YOU
Business Wealth and Investments
Plan for your future and that of your business with wealth and financial advisory services, buy-sell funding, business valuation services, and more.
Have a question?
If you have questions about securing your financial future and that of your business and employees, let’s talk.
Get started with Employee Benefits
Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.
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*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. SEC Marketing Disclosure. Registered Representatives 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.
Contact Us
Questions about the upcoming transition to LPL Financial?
Visit our FAQ page for more information regarding the transition.
For general inquiries or questions about existing investment accounts, please contact our wealth management team.
Give us a call
Send us a message
About Clark Matthiessen, CFP®, CRPC®
Clark Matthiessen has been part of the Redwood Credit Union team since 2001. Since 2003, Clark has received numerous Bronze, Silver, and Gold Pacesetter Awards from CUSO Financial Services, L.P. (CFS).
Clark’s investment philosophy includes a strong emphasis on education, and he believes an educated investor makes a better investor. Clark enjoys being a resource for Members, helping them understand different investment opportunities and achieve higher returns in a low-interest environment. He specializes in developing and implementing financial plans specific to Members’ needs.
When asked what he loves most about his job, Clark says it’s extremely rewarding to help clients choose investment strategies that will help them reach their goals.
Pacesetter Awards:
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Gold – 2010, 2012, 2013, 2019, 2020, 2021 |
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Silver – 2009, 2011, 2015, 2016, 2018 |
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Bronze – 2003, 2004, 2005, 2007, 2014, 2017 |
#284684, MT #736801, NV #172905
State Securities Licenses: AK, AZ, AR, CA, CO, FL, GA, ID, IL, MN, MS, MO, MT, NV, NC, OH, OR, PA, TX, UT, VA, WA
Business Retirement Solutions
What we offer
Deferred Compensation Plans
Offer additional tax-deferred savings plans for high-income earners who’ve maxed out their 401(k) or other retirement accounts with this investment option.
401(k), SEP, SIMPLE IRAs, and Profit-Sharing Plans
Choose the ideal retirement program for your employees from a variety of managed 401(k) programs, simplified employee pension (SEP) plans, and IRAs.
Defined Benefit Plans
Provide a fixed, pre-established financial benefit for your employees at retirement based on length of employment and salary history.
Get started with Business Retirement Solutions
Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.
Employee Benefits
What we offer
Health Savings Accounts
Help employees with high-deductible health plans save for qualified out-of-pocket healthcare expenses and lower their annual tax bill.
Voluntary Employee Benefits
Recruit and retain employees with additional benefits such as paid disability, tuition assistance, pet insurance, and more.
Executive Bonus Plans
Attract and retain key executives by providing additional benefits and perks as a tax-deductible form of employee compensation.
Get started with Employee Benefits
Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.
Business Investment Services
What we offer
Buy-Sell Funding
Add RCU to your buy-sell agreement to assure a smooth financial transition of ownership and business continuity in the event of a triggering event.
Wealth and Financial Advisory Services
Partner with RCU and CUSO Financial Services, L.P. (CFS)* to build a customized portfolio designed to reach your professional and personal financial goals.
Business Valuation Services
Let RCU help determine the fair market value of your company and set up exit strategies for the sale or acquisition of your business.
Key Person Life Insurance
Safeguard your small business if an imperative employee or executive dies or becomes disabled.
Get started with Business Investment Services
Schedule a phone or virtual appointment with a CFS* Financial Advisor to learn more.
Schedule an Appointment
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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