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Give employees easy access to everything they need for financial well-being – webinars, digital tools and 1-on-1 coaching, all from an online portal branded to your company!Already know you want more info? 72% of employees are stressed over finances, affecting health and work productivity. No wonder financial resources are the benefits they want most from their employers!*
  • What if you could give them all the resources they need for greater financial wellness and happier overall lives?
  • At no cost to you or your employees?
  • And with no extra work on your part?

Help your employees face financial realities with confidence. Get in touch!

Happy, productive employees are good for your company’s wellness! Let’s talk through any questions you have and how easy we make this program.Just fill out the form below and someone from our financial wellness team will reach out within two business days.
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, 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 LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA