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LifeCU Mobile

Free - On the App Store


LifeCU Mobile

Free - On the App Store

Planning for Life

​Get your future on track

​Plan for retirement, build your wealth, manage your money, and more

  • Need a little advice?

    Talk with us.
    We provide informed guidance on any financial goal, big or small.

    ​The Life CU difference

    With your busy lifestyle, it can be difficult to look at the big financial picture at times. Sometimes, advice and counsel can be invaluable, especially from highly qualified professionals.  Our Financial Wellness Coaches can help you navigate your questions and offer direction for your next steps. We also offer a variety of financial advisement services, including investment planning, retirement planning, charitable giving, and more. If you want to keep your future on track, reach out to us today at

    Our Financial Wellness Coaches can assist with:

    • Money Management – Take a look at your spending and savings plan, and create a plan of action
    • Financial Counseling – Get financial direction, budgeting assistance or learn how to strengthen your credit score
    • Debt Management – Learn best practices to pay down debt, and bankruptcy prevention
    • Home Purchase Planning: Ready to buy a home? Get you and your finances prepared for this major purchase
    • Stay Savvy:  Access financial wellness resources

    Additional Investment Advisory and Retirement Planning Services
    Provided by LPL Financial 

    • Retire in style: be prepared well in advance for your golden years
    • Invest wisely: understand how to best build funds for the future or for today
    • Share your wealth: get recommendations on inheritance and charitable giving (estate planning)


  • Frequently Asked Questions

    • Yes! We frequently recommend these sites to our members:
Let's talk

Send us an email today with any questions, or let us schedule a time to sit down and talk.

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