United States Senate Federal Credit Union

Money Planning Center

Are You Ready?

Are you planning for retirement, your children’s college needs, or long term care? Estimating your future needs can be daunting, and it’s even more challenging to develope a plan to meet those needs.

Do you have questions about your financial strategy and want professional recommendations tailored to your unique situation?

We Can Help!

Get the right answers from USSFCU’s Money Planning Center and our Money Coach, Jack White.

Jack will work with you to craft an approach that considers your risk tolerance and investment goals throughout different life stages.

Investment Options

The Money Coach can advise you on creating a quality mix of investment options including:

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs (Exchange Trade Funds)
  • Fixed Annuities
  • Variable Annuities
  • Insurance

Get Started

We want to help you get started. Learn more or schedule an appointment with Jack today.

571.388.8634

jwhite@moneyconcepts.com

All Securities through Money Concepts Capital Corp. Member FINRA/SIPC

Investments are not NCUA insured. No credit union guarantee. May lose value.

United States Senate Federal Credit Union and United States Senate Federal Credit Union Money Planning

Center are not affiliated with Money Concepts Capital Corp.

Meet the Money Coach

Jack White is a seasoned, certified financial advisor with over 25 years of experience coaching clients with their investments and financial decisions.


Routing Number: 254075250
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