Financial Planning Your Way

Online Tools

Free Online Resources We care about your financial wellness and want to help guide you however possible. That's why we're providing you with free access to Balance1, an online financial wellness tool. Using this financial resource you can: Attend free financial webinars Get guidance based on your current stage of life Filter and discover financial advice by topic Find tips for financial maintenance Use specialized finance calculators Find how-to videos and recent financial podcasts GET STARTED

Meet with a Coach

Exclusive Access to Our Team of Financial Coaches No judgement, just help from someone who has seen it all, and can get you on a great path. Members get free access to our certificated Financial Coaches who get to know you and build a budget, tailored to you. Book a Coaching Session

Work on Your Investments

Build an Investment Plan with LPL2 Financial Advisors Our Member Investment Program partner with LPL Financial advisors to provide a variety of investment options to meet your individual preferences. LPL Financial Advisors will work with you to tailor-fit your needs. Whether you decide on do-it-yourself style investing or a full-service option, they will find the right products and services to help you reach your investment goals. make an appointment

¹ Balance is a third-party non-profit organization that Arrowhead Credit Union has partnered with to provide financial counseling and education services to members.

² Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Arrowhead Credit Union and the Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and the Member Investment Program. Securities and insurance offered through LPL or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the FinancialInstitution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.