Plan for Your Best Life
Plan Your Best Life with Personalized Financial Guidance
Your Credit Union for Life — here for every stage.
Life moves quickly, and every stage brings new financial decisions. A clear plan helps you stay focused, confident, and prepared for what comes next. At USSFCU, we’re here to guide you through every chapter of your financial journey with trusted resources, expert partners, and lifelong support.
As a member, you have access to professional financial planning and wealth-management services through Fellows Financial Group, free financial counseling through GreenPath, and interactive tools to help you build a strong financial foundation.
Why Financial Planning Matters at Every Stage of Life
A strong financial plan helps you make decisions based on strategy—not stress or uncertainty. With a structured plan in place, you can:
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Understand your full financial picture
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Prioritize major life milestones
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Build and preserve long-term wealth
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Prepare for unexpected changes
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Strengthen lifelong financial habits
Online tools are helpful, but long-term success often comes from a trusted relationship with a financial professional who can guide your progress and help you stay committed to your goals.
Comprehensive Planning & Advisory Services
Professional financial guidance for every stage of life.
Through our partnership with Fellows Financial Group, members receive personalized financial planning that grows with them. Fellows takes a whole-life approach—helping you align your goals, values, and financial tools into a clear strategy.
Fellows can support you with:
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Financial planning & goal setting
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Investment & wealth management strategies
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Retirement planning & income guidance
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Estate & legacy planning
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Business owner planning
Whether you're just starting out or preparing for long-term goals, Fellows advisors can help you build a flexible plan that adapts as life changes.
Schedule with an Advisor >>
Learn More at ussfcu.org/fas >>
Financial Counseling & Money Management
Free, confidential support for greater clarity and control.
Through GreenPath Financial Wellness, members can speak with certified financial counselors for:
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Budgeting and personalized spending plans
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Debt-management support
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Credit report reviews
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Housing and foreclosure-prevention resources
Whether you're rebuilding or strengthening your financial foundation, GreenPath offers tools and coaching to help you move forward confidently.
Speak to a certified counselor at 877-337-3399
or
Learn More at greenpath.com/ussfcu >>
Small Business Planning
In addition to personal planning services, Fellows Financial Group offers USSFCU business account holders a variety of business planning and continuity services.
Lifelong Learning for Every Stage
Pair your financial plan with hands-on resources from the USSFCU Foundation Financial Wellness Center. Explore budgeting tools, planning guides, and real-life scenarios designed to help you build confidence and stay on track as your goals evolve.
Explore the Wellness Center >>
Not a member yet? Learn how USSFCU can support your financial journey at every stage.
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.


