Our Services

We help members answer their most important financial questions and develop a plan to pursue their goals. In a consultation, our goal is to spend time with you to really understand your objectives and provide you with the information you will need to make sound financial decisions.

There is no cost or fee for a consultation and you are under no obligation to work with us in the future or purchase any product. We have no minimum account requirements and we are happy to meet with you at any of our convenient credit union branch locations. Additionally, we provide an ongoing service through regularly scheduled meetings to monitor your investments and review any changes which may affect your financial progress. This approach allows us to build a trusting relationship with our clients over time.