Financial Assessment

As a Credit Union member, you and your financial standing are important to us. We want to help you make sure you are in top financial condition. Whether you are saving for retirement, getting ready to enter a new life stage or simply want to be more knowledgeable about your current financial condition, use our quick and easy Financial Assessment available through Member Access. Our step by step process will help you plan your future or the next phase in your life. The ability to save and retain your financial information will allow you to stop and come back to your assessment, so you may complete the process at your convenience.

Determining your current financial standing is the first step to improving your financial condition over time. Our Financial Assessment offers several tools to help you with this including a General Financial Assessment, Life Insurance Needs Analysis, Education Savings Assessment, Spending Plan, and depending on your situation, a Pre or Post-Retirement planning tool. Login to Member Access today and let your Credit Union help you take the first step to a financially secure future!

If you need assistance with filling out your Financial Assessment, our Financial Service Officers are available at your local branch to assist you with any questions you may have.