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Business Solutions

Building a successful company takes an enormous amount of time and energy. As a financial professional, your primary focus is on relationships with your clients. You work hard to develop and nurture these personal connections, support is critical and the right partner is key. Credit Union Financial Network provides the framework, tools, and people to enhance your employee's financial education and habits. You'll find all the resources and tools you need to educate your employees easily, including carefully tailored onsite education workshops, materials and support, as well as legacy solutions, strategic partnerships, and so much more for you the employer and your employees.

We give your employees all the elements of effective financial planning, and keep your options flexible with these tools:

  • Online Financial Planning
  • 401(k) Awareness and Understanding
    • Educate Employees about 401(k) participation options
    • Increase 401(k) Participation
    • Fulfill required Employee plan education
  • Employer Benefits
  • Onsite Financial Education workshops
    • General Investing
      • History Lessons of Investing
      • Basic Financial Planning
      • Preparation / Retirement Planning
      • Social Security / Medicare Understanding
      • Estate Planning

 
 

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The Registered Representative(s) is/are registered representative(s) with, and securities and insurance products are offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Neither Credit Union Financial Network or its Credit Union partners are affiliates of LPL Financial.

Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

This site is designed for U.S. residents only. Please note that not all of the investments and services mentioned are available in every state.