Help with Life’s Big Financial Decisions

Your financial picture changes all the time. Firehouse Financial provides guidance that adapts as your needs change and strives to stay one step ahead. Financial planning isn’t just for retirement, it’s for life at every stage. It's about what you want to do with your money and why. Let our team make it easier for you to safeguard your financial future.

getting married

Getting Married

Shared finances come with shared goals. Our advisors will help you build a solid foundation for long-term goals and work to make short-term goals happen—like saving up for a home down payment.

Welcoming a child

Welcoming a Child

Giving your child the advantages of a well-funded education starts early. You have several tax-smart options to save for college or other educational expenses. We’ll help you find the right one for you.

Future

Investing for Your Future

Grow your portfolio. Put your savings to work in accounts with higher earning potential. If you’re not ready to make your own investment decisions, we’ll help guide you.

Planning for Retirement

Planning for Retirement

Retire in style. It’s never too early to save for a financially secure future. Retirement planning is one of the cornerstones of a strong financial plan and we offer tax-smart ways to do it.

Starting a business

Starting a Business

You will have many decisions to make as a new business owner, let us assist you with the financial ones. We can help you select and set up a 401(k) or IRA plan that works for you.

Inheriting Money

Inheriting Money

Inheriting money or property can leave you with more questions than answers about what to do. We can provide practical advice on how to manage your windfall money and minimize your tax burden.

Get Started with a No-Cost Review

We will review your current financials and provide a personalized plan using MoneyGuidePro® at no cost, a $2,250 value. MoneyGuidePro®** simplifies the planning process for any long-term goal and shows you the way to a most financially secure future.

5 Easy Steps to Securing Your Future

  1. Complete your financial plan profile prior to your first meeting.
  2. Review your profile and talk about your investment goals with your advisor.
  3. Schedule a follow-up meeting to review recommendations.
  4. Put the recommendations you and your advisor agree to in place.
  5. Create a review schedule to stay on track with your goals.

Call Kim Tobias for more information at 800-231-1626 Ext. 2372

Schedule a Meeting

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      *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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

      **©MoneyGuide, Inc. Reproduced with Permission. All rights reserved.

      Typical comprehensive financial plans are between $1,500 to $3,000. Source: Investopedia