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Wealth & Wellness

Chart your path to financial well-being.

You have options when it comes to managing your finances.  Choose the path that’s right for you.

Financial Counseling

Our team of Certified Credit Union Financial Counselors (CCUFCs) can help you improve your money-management skills and make sense of your finances.  Schedule a free consultation to discuss:

  • Creating a spending plan
  • Preparing to buy a home
  • Managing your debt
  • Building and repairing credit
  • Setting financial goals

The service is free to members,
because that’s what we do!

Wealth Management

Wherever you are on your path to meet your long-term financial goals, our friends at Credit Union Wealth Group can help you plan for financial success and security.

Talk to a dedicated advisor about:

  • Retirement planning
  • Estate planning
  • Investment management
  • Goal setting and more

Wealth management services are provided by Credit Union Wealth Group, our trusted financial planning service provider. 

Financial Resources

Free self-guided access to online and downloadable resources and tools to support your financial needs–at the click of a button.

  • Helpful e-Books
  • Interactive worksheets for budgeting, tracking expenses and reaching goals
  • Credit and money management presentations
  • Links to most commonly read articles and topics 

Updated frequently with valuable and useful tools to improve your financial wellness.

Schedule a Free Consultation

Not sure where to start?  Complete the form below to schedule a free consultation with a member of our wealth management or financial wellness team.

Check Out Our Blog

Find timely tips and helpful information on current financial news, guidance on fraud prevention, protecting and growing your money.