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A secure finanical future isn't built from a single blueprint, but rather a plan tailored to your inidividual needs. 

Financial Resources

Deep Dive into Your Personal Finances

  • Saving for an Emergency

    Check out steps and strategies to strengthen your financial cushion, providing you with peace of mind and security in the face of future challenges.

  • Running a Business

    Do you have a small business? Thinking about opening one? Our solutions are designed for business owners like you.

  • Planning for Retirement

    No matter what you see yourself doing or where you see yourself going, prepare for the future every step of the way.

  • Planning for Your Child’s Education

    Explore various plans and maximize your savings for college expenses. The ultimate guide to planning your child's bright future.

Meet Nicholas VanGeest – CERTIFIED FINANCIAL PLANNER™

 

Do you have questions? You can schedule an appointment with the PFCU Financial Planning team and a comprehensive approach will be taken to create a wealth management plan just for you.

Learn More

Build Financial Fluency

  • Investment Planning

    Wondering how to grow your investment portfolio or when you should start investing? Our Certified Financial Planner can help you make informed decisions tailored to you.

  • Receiving an Inheritance or Large Sum of Money

    Meet with our Certified Financial Planner for guidance on handling extra money responsibly. 

  • Buying a Home

    Purchasing a new home is an investment into your future. Our experienced professionals can guide you through the experience.

  • Understanding Estate Planning

    Put a plan in place and make it easier to pass your wealth to your loved ones.