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About
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Employee Benefits
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Partner Benefits
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Money Without Regrets
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Welcome to Financial Wellness for Employees by Summit, a free program of financial education and benefits that teaches you how to make good financial decisions. And feel confident about money.
Let's Do More Together
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We believe that anyone can be financially successful. Financial Wellness for Employees by Summit Credit Union is a program, sponsored by your employer, to help you live a financially successful life. We’ll help you get to know where you’re at financially, where you’d like to be and the steps you need to take to get there. Helping you secure a bright financial future is our highest goal.
Enjoy the Perks
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Financial Wellness for Employees by Summit Credit Union is a three-tiered program in which all the pieces work together for maximum results.
Financial education, coaching and planning:
Free financial coaching and education you can schedule right where you work
Exclusive on-demand financial education modules to help you improve your financial life, build savings, cut spending and get on track to accomplishing your financial goals.
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* is just how it sounds – cash that comes right back to you, based on how much you save and borrow at Summit Credit Union in any given year.
Oodles of rewards – Qualifying members of our get monthly specials, free giveaways, prize drawings, loan discounts and deposit bonuses…join the fun!
What You Can Expect
Switching to Summit Credit Union can save you serious money. The average member household saves
$240* per year versus their previous banking relationship. But when you bundle your mortgage, checking account, and other services with Summit, those savings jump to
$1,264.*
Beyond the numbers, you can expect to see gradual changes in your relationship with money and financial decisions. Strategy and planning will replace impulse when you buy and borrow. And that internal voice that regrets some financial decisions will disappear.
If that sounds good, why not join us and your fellow co-workers in Financial Wellness for Employees by Summit.
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Please read the following before proceeding to:
The website you are about to visit is solely the responsibility of the merchant or other party providing the site. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site. The Credit Union is not responsible for any such third-party content. Any transactions that you enter into with a vendor, merchant or other party that you access through this third-party site are solely between you and that vendor, merchant or other party. The Credit Union does not endorse the content contained in this third-party site, nor the organization publishing the site, and hereby disclaims any responsibility for such content. The Credit Union Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of the third-party site.
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The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, 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