• Retirement Planning

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  • Long-Term Care

    Couple by the pool.
  • Digital Investing

    Adult and kids at a sink.

Full-Circle Financial Planning

Welcome to SECU Financial Partners. We provide goal-based financial planning and management services through all of lives stages. Whether you are a SECU member or new to the credit union, we can help you build a strong financial foundation that supports all you wish to do, see, and achieve—right now and for the long haul.

Our Philosophy

We believe your financial life should not be thought of as separate from your everyday life, but rather in service of it. That’s why we view your financial wellbeing through the 360-degree lens of life. It doesn’t just affect the big moments, but all the beautiful, challenging, unpredictable moments in between.

We also know life won’t always go as planned, but you can take steps to protect your hard work and future financial security. We’ll help you understand how insurance can prepare you for the unexpected, while contributing to your long-term financial wellbeing.

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SECU Financial Partners

Financial Planning

A solid financial plan pulls together all your finances and organizes them to help make day-to-day and long-term money management easier and more effective. Whether you have assets to be managed at SECU or not, we can help you build a personalized financial plan.

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Investment Management

Let’s step back and look at your big financial picture, from current income and expenses to short-term goals and down-the-road dreams. We’ll talk, get organized, and create a personalized plan. Manage it yourself with our digital self-serve option, or let us take the lead.

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Risk Management

Wherever you are in life, an integrated investment strategy can help you make the most of your money. We can help you explore investment options, set up a portfolio of products that fit your goals and risk tolerance, and manage your strategy to ensure it continues to perform the way you need it to.

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Life won’t always go as planned, but you can take steps to protect your hard work and future financial security. We’ll help you understand how insurance can prepare you for the unexpected, while contributing to your long-term financial wellbeing.


Let’s Talk

Contact a SECU Financial Partners consultant today to learn more about how this all works. No obligations, just a friendly and informative chat.

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