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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

I feel my money is safe, the service has always been top-notch and we've found it easy to use even though I probably haven't set foot in one of the branches in five years. Joining the credit union is one of the smartest things I've done.

USSFCU has been my first banking option for over 40 years - no fee atms - my grands are now members of the credit union and value their credit union membership also.

USSFCU staff continues to be the best and always has my best interest.

The USSFCU has been an important part of my financial situation and has provided outstanding service.

Every experience with USSFCU has been extremely good right from the start. Our main account with USSFCU is a HELOC with zero over prime rate, which is almost unheard of. The customer service has always been excellent. And when we asked for a temporary payment break to navigate and reorient professionally due to the sudden and temporary financial im...

I've always been treated very professionally and the person caring for my financial needs always listened to me and helped me in a way that was not stressful and beneficial to me.

USSFCU has never failed us in its' role of being the best bank ever. All the personnel are professional, friendly, efficient and have more than earned our trust, appreciation and admiration. We admire the way they are constantly evaluating, adapting and growing their services for the benefit of its' members. We are very grateful to have had this im...

Magnificent people, great help during the hard times.

I've been banking here for over 20 years it's the best customer service. Credit card interest rates don't gouge at USSFCU. It's a wonderful place to bank.

Very personable, solution based and takes an interest in your situation.

Provides excellent customer service and this is demonstrated by their great attention to detail. USSFCU provides excellent financial products and professional communication.

I joined in 1975 when I began my 41 year career in the U.S. Senate. It was a family and still is - one to be depended on in times of need and for advice.

The credit union provides relatively good services and the security updates to the system are noticeable.

All of my children and grandchildren have USSFCU accounts now. I really admire USSFCU and its staff completely, they have always looked out for my interests.

Outstanding online and mobile banking services. Professional, Courteous, knowledgeable responsive staff!

I am very satisfied to belong to this institution and whenever I need support it is good to know that I count on you.

This credit union is the best, I love the customer service and you can?t beat the interest rates. And I?m happy to be a member of this great credit union.

Great staff helping all the time. Just a very well run company always good service.

Always good service, especially when I telephone in. I have another credit union where, every time I call in, I have to wait a considerable amount of time before reaching a representative. When I worked on the Hill, it always was a pleasurable experience coming to the credit union office, whether to make a deposit or apply for a loan.

Customer service via the phone is very helpful and easy to accomplish requests.

Care about their clients and concerned about making sure they have the best rates and packages.

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