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Financial Planning & Saving for a Special Occasion

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Financial Planning & Saving for a Special Occasion

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Credit Union provides steps for saving responsibly.

Harrisburg, PA, March 11, 2018 - Whether it’s planning for buying a home, retirement, college tuition, a dream vacation, or care for an elderly loved one, making the right financial plan can mean everything. Making these types of plans begins with consulting with the appropriate financial professionals to help you look at everything from the big picture to the small details - every piece of which must be considered in order to allow you to reach your goals. Not surprisingly, when looking for help with financial planning, most people turn to the financial institution that they have trusted with their everyday checking, savings, and investment accounts; those with whom they have hopefully established both professional and personal relationships.

"Our goal is to create a one-stop shop for members, a place where they can do everything from establishing home and business checking accounts to managing loans and investments," says Amey Sgrignoli, President & CEO of Belco Community Credit Union. "We want to be who they turn to at every stage of their life - whether that means managing their money at present or planning for the future."

Planning and saving for life events is an important part of financial responsibility and a credit union can work with its members to put exactly the right plan in place.

Credit unions provide financial planning by:

• Working directly with members to determine the specifics of their plan - what is most important to them, what they want to save for, and the timing of when they want to reach their goals.

• Making recommendations on how best to achieve those goals - through traditional savings or more specific investment strategies.

• Putting those strategies in place to begin the process of reaching those goals.

• Monitoring the progress of these strategies every step of the way to ensure that they are achieving what they have been forecast to achieve.

• Making adjustments to those strategies based on results and changing goals.

The right financial professional will work with members every step of the way to make sure that both their current financial situation and future financial plans are being addressed so that dreams can be made into reality.

About Belco Community Credit Union

Belco Community Credit Union provides unparalleled excellence through its variety of products including members-only checkings, savings, loans, business services, and investment vehicles. To find out more about Belco Community Credit Union, visit www.belco.org.

Contact Details:

Belco Community Credit Union

Harrisburg, PA, USA

800.642.4482

www.belco.org
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Financial Planning & Saving for a Special Occasion Credit Union provides steps for saving responsibly.

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