Plan for Your Best Life

Plan for Your Best Life

Plan with Confidence, Every Step of the Way

Life moves quickly, and each stage brings new priorities. A clear financial plan helps you stay focused, make informed decisions, and prepare for what’s ahead. At USSFCU, you have access to trusted resources, expert partners, and ongoing support to help you move forward with confidence.

As a member, you can take advantage of:

  • Personalized financial planning and investment guidance through Fellows Financial Group
  • Free, confidential financial counseling through GreenPath
  • Interactive tools and educational resources to strengthen your financial foundation

Why Financial Planning Matters

A strong financial plan helps you make decisions with clarity—not uncertainty. With the right strategy in place, you can:

  • Understand your full financial picture
  • Prioritize short- and long-term goals
  • Build and preserve wealth over time
  • Prepare for life’s unexpected changes
  • Strengthen long-term financial habits

While digital tools are helpful, long-term success often comes from working with a trusted professional who can guide your progress and keep you on track.

Comprehensive Planning & Advisory Services

Through our partnership with Fellows Financial Group, members have access to experienced advisors who take a whole-life approach to planning—aligning your goals, values, and financial strategies into one clear path forward.

Services include:

  • Financial planning and goal setting
  • Investment and wealth management strategies
  • Retirement planning and income strategies
  • Estate and legacy planning
  • Business owner planning

Whether you're just getting started or planning for the future, Fellows advisors can help you build a flexible plan that adapts as life changes.

Schedule with an Advisor →
Learn More →

Financial Counseling & Money Management

Free, confidential support to help you take control of your finances.

Through our partnership with GreenPath Financial Wellness, members can connect with certified financial counselors for personalized guidance and support.

Services include:

  • Budgeting and spending plans
  • Debt management strategies
  • Credit report reviews
  • Housing and financial stability resources

Whether you're rebuilding or strengthening your financial foundation, GreenPath offers tools and guidance to help you move forward with confidence.

Call 877-337-3399 →
Learn More →

Small Business Planning

Guidance to support your business and long-term success.

Fellows Financial Group also offers planning services for business owners, including strategies for growth, continuity, and long-term planning.

Learn More →

Continue Learning & Building Your Plan

Strengthen your financial knowledge with practical tools and real-life guidance.

Explore the USSFCU Foundation Financial Wellness Center for interactive tools, budgeting guides, and planning resources designed to help you stay on track as your goals evolve.

Explore the Wellness Center →

Not a Member Yet?

Discover how USSFCU can support your financial journey—today and in the future.

Join USSFCU 

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.

Fellows Financial Group is registered through Arkadios Capital, a SIPC and FINRA member firm. Arkadios Capital and Fellows Financial Group are not affiliated and do not share common ownership. Securities offered through Arkadios Capital, Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners. 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.

Fellows Financial Group LLC, Arkadios Capital, and Wealthcare Advisory Partners are third-party partnerships and are not affiliated with United States Senate Federal Credit Union and USSFCU Best Life.

The Fellows Financial Group investment products are not insured United States Senate Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the United States Senate Federal Credit Union and are not endorsed, recommended, or guaranteed by the United States Senate Federal Credit Union or any government agency. The investment value may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. United States Senate Federal Credit Union is not a registered broker. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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.

- James · Locust Grove, GA

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!

- Larry · Cumberland, MD

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.

- Eliza · Washington, DC

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

- Charles · Upper Marlboro, MD

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.

- Denise · Washington, DC

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.

- David · Silver Spring, MD

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 ...

- Manuel · Bowie, MD

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!

- Misty · Brookings, OR

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.

- Tamra · Denver, CO

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.

- John · Fort Washington, MD

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

- Bernard · Richmond, VA

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

- Erwin · Ellicott City, MD

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.

- Ruth · Takoma Park, MD

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

- Jacquelyn · Sanford, FL

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.

- Jamie · Washington, DC

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.

- Kathleen · Ukiah, CA

I've had a credit union account for decades, even though I no longer work on Capitol Hill. I now have two accounts. I've been able to do all of our banking remotely, by app or by phone.

- Richard · Washington, DC

I have been a USSFCU member for almost 20 years. There is nowhere else I want my money to be. I always receive excellent service.

- Nicole · Alexandria, VA

I deeply appreciate the stellar service, the proficiency, the professionalism, and the kindness. I am truly honored and grateful to bank with a financial institution that treats customers like family.

- Angela · Alexandria, VA

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