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- Work With An Advisor
You have goals. We’ll help you reach them.
An East Coast CU advisor will work with you to map out your financial future with expert advice and a personalized plan. We’ll give you the confidence to achieve your goals.
Get investment strategies
Know your options and build a plan that works for you.
Plan for retirement
Living well later means starting to plan for retirement today.
Review insurance needs
Help protect what’s important to you now and in the future.
Build a financial plan
Planning will help you stay on budget to meet your goals.
Develop a savings plan
Save a little or save a lot, but start fitting it into your budget today.
Financial advice
Work with a financial advisor
A financial advisor will do much more than simply manage your income and your debts. They’ll provide expert advice to build your financial future.
- Know your loan and line of credit options
- Prepare a plan for managing debt
- Build a savings plan into your budget
- Buy your dream home
Investment advice
Work with an investment advisor
An investment advisor will help you develop strategies, monitor your plan and make sure you stay on track.
- Build an investment plan
- Start a professionally-managed portfolio
- Improve your portfolio performance
- Get personalized strategies with ongoing advice
Expert advice
Advice and guidance every step of the way
Retirement
Know your retirement income options
Understanding your income options is key to creating the best retirement plan. Work with an advisor to create your retirement roadmap.
Saving & investing
How to build your savings faster
Once you understand your current financial situation, you’ll know if the financial decisions you’re making today will help you reach your goals for the future.
Financial planning
How to build a financial plan
Building a roadmap to meet your financial goals? This article breaks it down. When you're ready, you can connect with our financial experts and start.
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