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Plan for Your Best Life

All USSFCU members have access to financial planning and wealth management services through our partnership with Fellows Financial Group.

A financial plan can help you reach your long-term goals and give you a focus for your short-term goals. It can help you stop making financial decisions based on fear or want and help you determine the order of your major life steps. The more you understand and better manage your wealth, the better equipped you'll be as you pave the road towards your Best Life.  

Having someone to talk to about your financial situation is often crucial for success.

To manage your income and expenses effectively throughout your lifetime, consider partnering with a financial advisor who has the experience to help you create a plan that strategically addresses your unique goals and needs. There are plenty of places online where you can go and run financial calculations, but the behavior we’ve seen time and again is trust-based, personal relationships with financial professionals help people actually stick to their goals.


USSFCU has partnered with Fellows Financial Group to bring our members access to financial management and planning services. Fellows Financial Group is a financial services firm focused on improving individuals' lives through financial independence and carefully planned futures. 

If you'd like to discuss your plans connect with a Fellows Financial Group advisor by phone, email, or set-up a virtual one-on-one.

Set-up a Complimentary Review >>   Learn More >>


How to Create Financial Stability in Shaky Times

Planning Resources

Making a financial plan can be complicated. These resources will help you to make the best financial choices, so you can set yourself up to win financially and really manage your money.

Planning Center >>

 


Wealth Building Strategies While Raising a Family

Resources for Parents

What's the best planning advice for parents? There are many things to consider: tackling debt, setting up 529 accounts, health insurance, and estate planning. These resources will serve you in figuring out what to focus on first.

Parent Center >>

 


Small Business Planning

In addition to personal planning services, Fellows Financial Group offers USSFCU business accountholders a variety of business planning and continuity services. Learn More >>


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CLICK HERE if you aren't a USSFCU member and are interested in joining.


The content on this page provides general consumer information. It is not legal advice or regulatory guidance and should not be considered investment advice. We do not endorse or guarantee the accuracy of third-party information. USSFCU is not responsible for the accuracy, security, or content of other websites. In addition, the third-party information is not intended to provide tax, legal, real estate, or investment advice.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV. Personal and Commercial insurance services are offered through Fellows Insurance Group LLC. Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial, and Wealthcare Advisory Partners.  

LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC, and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investments are not NCUA insured. No credit union guarantee. Investments may lose value. Fellows Financial Group LLC, LPL Financial, and Wealthcare Advisory Partners are third-party partnerships and are not affiliated with United States Senate Federal Credit Union.

Members' Voice Testimonials

This credit union is the best, I love the customer service and you can't beat the interest rates. I'm happy to be a member of this great credit union.

The branch manager introduced herself and was extremely helpful. She stated that if there is anything we ever need to please let her know. Very positive experience!

Greta was absolutely amazing - as always. She makes me and my parents feel valued and supported. We are forever grateful. [The Credit Union] has been hugely supportive over many years. And we feel known and cared for.

Long as I have been with the credit union, I haven't had any problems. I also like the protection on my account.

My overall experience at the credit union was exceptional. The staff was hospitable offering water, my service was timely and professional and the office was well lit and clean.

As a member for more than 40 years, i have always had great service from the USSFCU and know that they stand behind their great reputation.

A top rate Credit Union, [I'm] privileged to be part of! Thank you for all you do for our family! USSFCU Credit Union was able to resolve our financial situation - vehicle, personal loans, customer service/recommendations, within 6 months. We belonged to another credit union for over 20 years, with results not even close to comparison. We switched ...

Your people and products are amazing. The recent [online banking] overhaul is phenomenal. [I've] been electronic banking since Tele action phone banking - paying bills with my push button landline decades ago. USSFCU is light years ahead of everyone else in terms of ease of use and client experience!

I have been a member for more than 30 years. I no longer reside in the DC area but continue to bank with USSFCU because of the ease and the customer service.

I have been a member for over 50 years, and I have always gotten good service with loans, when I had to have service at a branch, and when I needed to have money sent to me from my savings account. The personnel have always been friendly and treated me with respect.

I especially appreciate being able to quickly speak with someone (not a robot) and that person has always been knowledgeable and helpful.

Excellent customer service streamlined and transparent process. The representatives are efficient, knowledgeable, and understanding of the type of loans offered by Credit Union.

The USSFCU behaves as a credit union ought to behave. The staff works with and for the members, not for a corporate board. Interest rates for a car loan, a home improvement loan, and a mortgage are low and terms are transparent.

Staff are courteous and friendly to work with. Very knowledgeable about services and products offered or available. Excellent follow-up with customers.

I have appreciated USSFCU services for many years since I left my work on Capitol Hill. I have appreciated the occasional webinars on purchasing a home or retirement planning.

I have been a member since 2006, and have always appreciated the customer service response to any concern or query. In addition, as I have traveled extensively, USSFCU has provided support and access.

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