Give your members expert retirement guidance.
Add our investment and retirement planning services to your suite of solutions.
Minimal
Admin burden on your team.
CFP® professional
On your members' side at every engagement.
$295
Low barrier for members to get started.
Better for your members. Built to fit your credit union.
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 gets a tailored partnership, and the day-to-day work stays with us.
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. And members who work with us — whatever service they choose — work with an experienced CFP® professional, one of the industry’s most respected credentials.
How our partnerships work
We tailor each partnership to how your credit union wants to serve its members. Some arrangements are simple — we provide educational content and events, and your members have access to our services at standard pricing. Others involve co-marketing, cost-sharing on services for your members, or compensation arrangements. We’ll work with you to find a structure that fits, and we’ll make sure the agreement — and any disclosures that come with it — is clear from the start.
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. 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.
Credit unions already working with us
We're proud to partner with forward-thinking credit unions that put their members first.
Ready when you are
Do more for your members. Let’s talk about what fits.
Schedule a FREE Discovery CallPrefer to call? 201-447-2212