Financial CounselingWant to take control of your finances but not sure where to start? We can help get you on the right track. Whether you’re looking for a do-it-yourself solution or guidance from a trusted professional, we’re here to help you reach your goals.
Explore on Your OwnWant to calculate how long your retirement income will last, or what it takes to reach your savings goals?
With MyBlocks™ you can explore financial topics for every stage of life. Choose a block and use the calculators to explore on your own. Whether you’re looking to payoff credit card debt or set retirement goals, there’s a solution for you.
Get Started with MyBlocks
Let Us Guide YouIf you’re looking for personalized attention, we’re here for you. Take part in our counseling and planning services for no cost or obligation. Contact your local branch to partner with a trusted professional and take the first step toward a greater financial future.
- Credit Report Review – We’ll show you how to obtain a free credit report, and then review your information with guidance on how to improve your credit score.
- Spending Plan Review – We’ll examine your household income and expenses, discuss methods to develop better spending habits, and present ideas to maximize your savings.
- Debt Elimination Counseling – We’ll review your current obligations and help you develop a plan to pay off debts while saving on interest charges.
- Future Financial Goals – We’ll help you design strategies to create an emergency fund, plan for major purchases and discuss financing options, build retirement assets, review insurance policies and coverages, and discuss your needs for an estate plan.