Let’s map the course to your financial goals.
From planning for retirement to paying for college, we make it a point to provide actionable guidance that helps you get to where you want to be. Because that’s what friends (and local financial institutions) are for.
PLAN FOR RETIREMENT
Go confidently toward your future.
Planning for retirement is one of the most important ways you can invest in yourself and your future. We can support you with:
Saving using a Traditional or Roth Individual Retirement Account (IRA)
Investing 401k funds, consolidating 401ks or rolling a 401k into an IRA
Understanding how much you’ll receive in Social Security benefits and planning the right time to withdraw benefits
Reviewing your overall financial strategy for retirement
SAVE FOR EDUCATION
Save for education like a bona fide smarty pants.
Thinking ahead for your kids? Smart. Our team is here to help you find the right investment vehicles for education savings like a tax-advantaged 529 savings plan.*
CFS WEALTH MANAGEMENT
Invested in your financial well-being at every turn.
We take a consultative approach to financial planning, no matter if you’re just getting started or are a seasoned investor. From personal financial planning to investment guidance, and from trusts to estate planning, we can help answer your questions. Did we mention that your first consultation with our CFS** Wealth Management team is free?
Check information on CUSO Financial Services, L.P. with FINRA’s Broker Check(opens in a new window).
Services to ease financial stress.
GreenPath Financial Wellness is our trusted resource to help you ease financial stress and develop a plan to address your financial concerns. This nonprofit offers free one-on-one financial counseling, credit report reviews and financial education tools. Through their debt management program, GreenPath can contact your creditors to negotiate concessions and work out loan payment agreements. They can even help with housing services from pre-purchase education to foreclosure prevention, and all GreenPath counselors are HUD certified.
GreenPath Financial Wellness is not an affiliate of Elevations Credit Union. The Credit Union does not guarantee the services offered by GreenPath.
Coverage for your peace of mind.
We want you to be covered through all of life’s unexpected events, so we offer life insurance services through our CFS* Wealth Management program. We also partner with Liberty Mutual and other select organizations to bring you additional insurance solutions.
As an Elevations Credit Union member, you can receive:
Free life insurance policy review and quote through our CFS** Wealth Management program
Free $1,000 TruStage™*** Accidental Death & Dismemberment(opens in a new window) (AD&D) insurance policy
It matters where you bank.
Invested in one another.
Empowering members with financial solutions and education is at the core of our credit union. That means we’ll always strive to act in your best interest.
For the community.
We offer the services you’d expect from traditional banks, but unlike others, our profits are reinvested back into our neighbors and local businesses.
We’re proud to earn local awards along Colorado’s Front Range for Best Bank, Best Mortgage Lender and Best Customer Service year after year.
Diversification and asset allocation are two investment concepts that are important to understand, especially if you’re just getting started with long-term goals in mind. Diversification helps limit exposure to loss in any one investment or one type of investment, while asset allocation provides a blueprint to help guide your investment decisions. Read our blog to better understand how these two concepts can help you put together a portfolio that meets your specific needs.
More financial planning seminars are coming soon
We’re committed to financial education and believe educated members make better financial decisions. That’s why we host dozens of seminars every year that are free and open to the public. We don’t have a financial planning seminar on our calendar right now, but you can access free financial planning resources on our blog or browse other upcoming seminars.
*There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.
**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
***TruStage® insurance products are made available through TruStage Insurance Agency, LLC. Life insurance, annuities, & accidental death & dismemberment insurance are issued by CMFG Life Insurance Company. TruStage® Auto & Home Insurance Program is issued by Liberty Mutual Insurance Company and other leading carriers. To the extent permitted by law, applicants are individually underwritten; not all applicants may qualify. Discounts are not available in all states and discounts vary by state. For auto insurance, a consumer report from a consumer reporting agency and/or motor vehicle report will be obtained on all drivers listed on your policy where state laws and regulations allow. Please consult your policy for specific coverage and limitations. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.Corporate Headquarters 5910 Mineral Point Road, Madison WI 53705