Expand your service offerings while generating revenue.
Add our investment and retirement planning services to your suite of solutions.
Improve your member experience and your bottom line.
Looking for a way to give your members real investment and retirement planning help — without piling more administrative work on your staff? That's what this partnership is built for. Your members get expert guidance, your credit union earns revenue, and the day-to-day work stays with us.
Partnering with us is simple. We'll develop a working agreement, launch the partnership with your staff, and provide ongoing support promoting our educational events and content to your members. And because we're independent, our advice isn't tied to a parent company's products or sales quotas. Your members get guidance focused on what's right for them.
Every member who works with us — whatever service they choose — works with an experienced CFP® professional, one of the industry's most respected credentials.
How our program works:
Partnering with us is simple; we'll work with you to develop a working agreement to ultimately launch our partnership with your staff and initiate your membership, including ongoing support in promoting our educational events and content. In return, we’ll pay a monthly fee to your credit union based on various factors such as level of support, membership size, and more.
Additional member benefits:
Open to every member
There's no minimum to become a client. Whether a member is just getting started or has built significant savings — and whether they live around the corner or out of state — they can work with a CFP® professional.
A full range, at a fair price
There's an entry point for every member. Many can get real, professional guidance through a one-time review starting at $295 — no minimum, no ongoing commitment. For members who want more, the full lineup is there: annual membership, investment management, and tax preparation. And for most of these services, your credit union can choose to share in the cost.
Ongoing financial education
Members get more than services. We regularly publish articles and host webinars on the retirement and money topics that matter most to them.
Improve your member experience and your bottom line.
Looking for a way to give your members real investment and retirement planning help — without piling more administrative work on your staff? That's what this partnership is built for. Your members get expert guidance, your credit union earns revenue, and the day-to-day work stays with us.
Partnering with us is simple. We'll develop a working agreement, launch the partnership with your staff, and provide ongoing support promoting our educational events and content to your members. And because we're independent, our advice isn't tied to a parent company's products or sales quotas. Your members get guidance focused on what's right for them.
Every member who works with us — whatever service they choose — works with an experienced CFP® professional, one of the industry's most respected credentials.
How our program works:
Partnering with us is simple; we'll work with you to develop a working agreement to ultimately launch our partnership with your staff and initiate your membership, including ongoing support in promoting our educational events and content. In return, we’ll pay a monthly fee to your credit union based on various factors such as level of support, membership size, and more.
Additional member benefits:
Open to every member
There's no minimum to become a client. Whether a member is just getting started or has built significant savings — and whether they live around the corner or out of state — they can work with a CFP® professional.
A full range, at a fair price
There's an entry point for every member. Many can get real, professional guidance through a one-time review starting at $295 — no minimum, no ongoing commitment. For members who want more, the full lineup is there: annual membership, investment management, and tax preparation. And for most of these services, your credit union can choose to share in the cost.
Ongoing financial education
Members get more than services. We regularly publish articles and host webinars on the retirement and money topics that matter most to them.
Some of our current credit union partners include:
