Financial Planning

If you are like most Access Credit Union members, you are most comfortable dealing with a Credit Union. And you don’t have to give up that comfort when it comes to financial and retirement planning. These services are provided to Access Credit Union members free of charge!

At Access CU, we are committed to providing you with a high level of service, to listen to you and understand your financial goals, and to provide you with solutions that leave you feeling comfortable and confident about your future. We also recognize that your needs and goals may change over time, and that’s why we like to stay in touch with you regularly, to review your financial situation and respond to changes in your personal and financial needs, staying current with your goals and dreams.

Our Financial Planners are individuals who know how to use the financial planning process, the big-picture approach, to help you figure out how to meet your life goals. They examine and explore all your needs and can help you with budgeting and saving; and tax, investment, insurance, retirement and estate planning. While they may work with you on a single financial issue, it is always within the context of your overall situation.

Do You Need a Financial or Retirement Plan?
Do you have a valid Will?
Do you have adequate Life Insurance coverage?
Do you have adequate Income Protection (i.e. Disability) Insurance?
Do you have a Retirement Savings Plan?
Do you have an Education Savings Plan for your children?
Do you have an Investment Strategy?
Are you minimizing income taxes?
Do you have an emergency fund?

If you answered “no” to any of these questions and would like assistance in developing a financial plan, please call one of our Financial Planners for an appointment.