Free Financial Planning Tools from EECU
EECU offers a variety of free tools to help you work toward your personal financial goals. Take advantage of these opportunities to make your financial picture a reality today.
Certified Financial Planners
Every EECU branch has a certified financial planner (CFP) to help you understand and create an action plan for your unique financial needs. Schedule an appointment with one today by calling your nearest EECU branch.
Our Investment Services department can help you plan for your long-term savings goals including retirement. If you have funds you would like to invest, you can schedule a free consultation to discuss which opportunities best fit your needs.
FinanceWorks™ Budgeting Software
Built into your Online Banking portal, FinanceWorks™ allows you to track your spending automatically and set budgeting goals. You can even view all your accounts (including non-EECU accounts) in one place to manage all your finances.
The math behind financial planning can get complicated. Take advantage of these easy-to-use calculators to help plan more realistic savings and payment goals.
Did you know you can secure insurance policies for your vehicle, home or RV through EECU’s North Texas Insurance Services? Our representatives will shop around carriers to make sure you get the best rate and have the coverage that fits your needs. You can get a free quote any time!
EECU provides you with numerous resources to help plan for one of life’s biggest expenses. Whether you’re searching for scholarships or need help filling out your FAFSA, you can find all the information you need here.