Financial Planning Services

Everyone’s financial journey is unique — and at Community Focus Federal Credit Union, we’re here to help you build the future you envision.

Through our partnership with Landis Wealth Managment members gain access to personalized financial guidance and a full suite of investment resources.

Plan for Retirement

Not sure if you’re ready for retirement? A solid retirement savings plan can help you feel confident and in control. Our financial advisors will guide you through defining your goals, reviewing your current resources, and creating a clear strategy for a secure and enjoyable retirement.

Save for College

The best time to start college savings is now. With tuition and education costs continuing to rise, our financial experts can help you choose the right college savings plan to prepare for your child’s future. Start early and watch your investment grow.

Manage Job Changes

Switching jobs? Don’t forget your old 401(k) or IRA. Our team can help you roll over your existing accounts and maximize your retirement savings. Let us help you make the most of the money you’ve already earned.

Invest for the Future

Whether you want to buy a home, start a business, or grow your investments, we’ll help you build a financial strategy tailored to your goals. Our investment planning services are designed to help you grow your wealth and turn your financial dreams into reality.

Email us or call/text at 800.526.7328 to schedule an appointment with our Financial Advisor.