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.
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.
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.
Small Business Planning
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.