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How we can help you

 
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Pay off debt and grow your money 

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Get a plan tailored to you

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Make sure you're set

 
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Feel supported

Manage debt and apply a savings strategy

Many post-secondary students graduate with loan debt and enter the workforce seeking to pay it off. A discovery discussion with a professional is the first step to getting your finances on track. We understand you have unique goals and also want flexibility. That's why we commit the time to connect the dots between your current state and your future financial goals.

Speak to an advisor >

 
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Start your investment journey

Take control of your finances and save for life milestones

Growing your money is simple. Our advisors work with you to understand the big picture, and will provide you with the tools, guidance and resources to implement a personalized savings strategy to help you realize those big milestones. We're here for you, whether that's:

  • having an emergency fund
  • saving to buy a house
  • planning a wedding
  • starting a family
  • or saving for your child's education
 
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Maximize retirement

Develop, Monitor, and Evolve a Retirement Plan

Whether you are in your 20s, or approaching retirement, we will help you create a personalized retirement plan to maximize your investments.

From cash flow to investments, our advisors look at your whole financial picture to ensure you're on the right path. Start retirement on your own terms.

Learn how to prepare for retirement >

 

Tools & Resources

 
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Savings Growth Calculator

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Mortgage Affordability Calculator 

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Budget Planner 

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Be socially responsible

Invest your money in a way that gives back. Learn how to align your investments portfolio with corporate social responsibility.

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First Time Home Buyers

Thinking of buying a new home? Make sure your prepared and know all your options. There are perks to buying your first home, like access to our special loan program.

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Plan for retirement

Enjoy the best years of your life. Learn more about preparing a retirement savings plan, insurance, and applying for a pension.

LEARN MORE

 
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​​​​Let us help you get started

Become a SASCU member today and enjoy a better way of investing.