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 firstname.lastname@example.org.
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)
Send us an email today with any questions, or let us schedule a time to sit down and talk.