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Hey, this way to your financial journey! You have the power to own your finances, and it all starts by having access to some pretty incredible resources (an extra perk of the job). So what’s the next step, and the one after that? Summit meets you wherever you’re at, with personalized guidance, helpful tools, everything you need to confidently live your best life. And it’s all at no cost – supporting you is just what we do. Let’s do this!
When you carry financial stress, it affects how happy and successful you can be in other aspects of your life. Ready to achieve a greater sense of well-being by taking steps toward personal financial wellness? We're ready to help.
Ready to get on track with your finances? Summit has everything you need to make it happen.
Anytime, anywhere access to financial education on topics you care about most. Designed to assess, educate and empower you to improve your financial wellness.
Get up to speed on all things home – whether you’re buying, building or tackling that dream remodeling project. We’ve got loan calculators, tips to help you be a smart first-time homebuyer and lots more!
The insights and advice you need to make smart money choices on everything from helping your kids navigate money to how to save for retirement.
Saving up for your next car or the kids’ college? Planning for retirement or looking for better ways to manage your credit or investments? Check out our easy-to-use, interactive tools.
Want to hear a few ways you can turn wishing, waiting and wondering into planning, doing and experiencing? That’s what our Money Smarts podcast is all about.
All our best insights on tons of financial topics – completely on your own time. There’s no limit to what you can learn with this collection of on demand webinars.
Name your goal – our dedicated experts have you covered! Say hi to all the teams available to you:
Let’s get you to the right people. Just fill out the form below!
Want to go in-depth with our financial wellness experts? You’ve got it. We cover a variety of different topics and take your questions – plus, you can join our webinars easily online!
Creating a retirement roadmap and starting to save for retirement early is important! Learn how to “crunch the numbers” by estimating your retirement expenses and income, while factoring in inflation and taxes to calculate the cost of retirement.
Creating a retirement roadmap and starting to save for retirement early is important! Learn how to “crunch the numbers” by estimating your retirement expenses and income, while factoring in inflation and taxes to calculate the cost of retirement.
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.
Join us for our upcoming Homebuyers After 5 event and learn about the homebuying process in a social, fun atmosphere. Mix and meet with Summit mortgage loan officers, Realtors and other home experts for helpful tips and answers to all your homebuying questions.
What would all these financial education, coaching and planning resources be without some bonus perks to go along with ‘em? Here’s everything that can be yours when you join Summit!
An extra $50 here, an extra $291 here… it all adds up. We want to change the way you think about money and that starts with being able to save some more of it for yourself. But it’s just the tip of the iceberg. Here’s to the financial wellness journey.
It’s a lot easier to be confident with your money when it’s available at your fingertips any time. But it’s more than that. When you join Summit, you get additional tools that help you go above and beyond when managing your money.
*The Wisconsin’s #1 Mortgage Lender designation is based on the number of loans originated in 2021, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the Consumer Financial Protection Bureau. LEI: 254900NTAC4H10MGSU23
1 Offer valid to new members only. One checking account per member. New checking accounts only. Minimum to open Free Checking account is $25. Primary Savings account required to have Free Checking. Primary Savings account: minimum to open $5. Annual Percentage Yield (APY) as of 11/1/2022 is 0.03%. Rate may change at any time. Minimum to obtain APY is $25. To receive the cash bonus, a checking account with a Visa Debit Card, online banking and e-statements must be opened and remain active for 6 months. Cash bonus will be deposited to your savings account within 30-60 days. Minimum deposit to open a checking account is $25. Cash bonuses are considered taxable income and are subject to 1099 reporting for tax purposes. Fees could reduce earnings. Offer is subject to change and/or termination at any time at the sole discretion of Summit Credit Union.
2 Offer valid to new members only. To receive the cash bonus, any loan, line of credit, or mortgage must be opened within 30-60 days of the account opening. Offer subject to change without notice. Cash bonuses are considered taxable income and are subject to 1099 reporting for tax purposes. Offer is subject to termination at any time at the sole discretion of Summit Credit Union.
3 Enter promo code Financial Wellness when registering online at SummitCreditUnion.com/RedSHOES. Not valid with any other special offers. Offer is subject to termination at any time at the sole discretion of Summit Credit Union.
4 No minimum balances are required to be eligible for the program. Any fees/charges applied to an account will reduce the account balance and result in less dividends earned. A checking account must be open as of 9/30 of year of payment to be eligible for the program. Only members in good standing at the date of the payout will receive as long as the Cash Boomerang computes to $10 or more, with a maximum of $1,000. Cash Boomerang is not guaranteed. Cash Boomerang is a dividend and subject to tax reporting.
5 Savings over the average cost of doing business with a for-profit banking institution in WI. CUNA Economics & Statistics Department, customized analysis of member benefits for Summit Credit Union, for 12 months ending December 31, 2021.
6 Savings reflects a member who has a $30,000, 60-month new auto loan, a classic credit card with an average balance of $5,000, a $200,000, 30-year fixed rate mortgage (a 30-year fixed rate mortgage is replaced with a 5-year adjustable rate mortgage if it yields a greater benefit as it is assumed more in demand), $5,000 in an interest-bearing checking account, $10,000 in a one-year certificate account, and $2,500 in a money market account. CUNA Economics & Statistics Department, customized analysis of member benefits for Summit Credit Union, for 12 months ending December 31, 2021.
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