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Financial Planning Services

Level 1: Basic financial planning

  • Establishing credit or overcoming credit issues – in both instances a good place to start would be to sign up for our credit score enhancement and speak with our relationship team staff.  They have all the tools you will need to improve your credit score or to start out to build credit.
  •  If you have severe credit issues we have a partnership with Consumer Credit Counseling (CCC).  They can guide you on how to best deal with severe credit issues and we have the right tools once a plan has been prepared, including free access to credit score improvement tools provided by CCC.
  • We also have a partnership for Group Auto and Homeowners insurance. Receive a no obligation quote! Check to see how much you could save.

Level 2: Planning for “Life events”

Help with life’s “planned and unplanned” events:

  • take the mystery out of credit scores
  • buy your first car or home
  • protect you from Identity theft
  • get you the best loan rates (based on your score)
  • provide you with a mortgage refinancing check up
  • advise you on other specific lending situations created by life events

Level 3: Wealth building and investments

  • FNE has a great rate on Money Markets over $50,000, especially for relationship members.  We also have an beatable money market IRA accumulator rate for the conservative smaller piece of your investment portfolio
  • We also have sophisticated mortgage lending options that allow you to maximize the use of your homes equity as an asset, including reverse mortgage options.

We also have a partnership for large investment sums and access to a diverse array of mutual funds.  Our ten year relationship with Financial Network Investment Corp. (FNIC) provides access to a full range of brokerage services.