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Between you and your money, you can make it happen. We can help.
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Summit Financial Advisors
Wealth Management Isn’t Just for the Wealthy
Financial Freedom, Protecting Your Finances, SFA
If you think you need a huge savings account or be close to retirement to work with the financial advisors located here at the credit union –  you’re mistaken.  It’s never too early to start planning your financial future. No matter your age or income level, our financial advisors will work with you to create a plan to help you meet your goals.
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Project Money Update
Project Money Teams Share Simple Ways to Save
Project Money, Money Smarts
Our Project Money teams are learning a lot about managing their finances. Check out their tips and tricks to keep costs down.
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Summit Credit Union Red SHOES
6 tips for debt-free credit card spending
Red Shoes, Credit, Money Tips
Credit cards can be a great way to stretch your money until payday and a handy way to buy online. (And who doesn’t love to watch their credit card rewards pile up?!?) Ready to get out of credit card debt — or avoid it in the first place? We’re here to help.
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President & CEO Kim Sponem answers financial questions.
Ask Kim: Navigating Home Equity Loans
Home Equity, Money Tips, Ask Kim
Yes, it’s possible to create the home of your dreams, and it may be easier than you think with a home equity loan. But how does it work? Get up to speed with these tips from our very own Kim Sponem.
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Talking about estate planning and wealth transfer
4 Steps to Help With Estate Planning
Money Smarts, Financial Freedom, Protecting Your Finances
Everyone wants their family to be taken care of after they’re gone, but it can be tough to approach the subject with a loved one. Here’s how to get started.
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Summit Credit Union Red SHOES
Smart ways to make home improvements
Red Shoes, Home Improvement, Home Equity
Home equity loan or line of credit — which one’s right for your remodeling project?
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