Financial Advisement

Financial Counseling—Free and In-House 

SAFE Federal Credit Union offers free, in-house financial counseling to all members. Whether you’re facing financial challenges or just want to improve your money management skills, professional counseling from SAFE can help you move forward.  

Our experienced team, led by our experienced Financial Wellness Counselor offers SAFE members: 

• Referral Services – Get connected with outside brokers, agencies, or other financial services that will be able to support you with more specific needs
• Remedial Counseling – Developed for those amid financial difficulties
• Preventative Counseling – Get budgeting advice to keep finances under control. This is ideal for students, newlyweds, and others who are starting out or are ready for a fresh start
• Productive Counseling – Build wealth by adhering to a flexible spending plan, tailor-made to suit your individual objectives 

Financial Education—At Work and In the Classroom

SAFE Federal Credit Union is committed to building financially empowered communities by offering educational presentations at schools and local businesses. These sessions are designed to provide practical, real-world guidance on managing money, setting goals, and planning for the future.

Led by our knowledgeable Financial Wellness Counselor, these presentations offer:

• School Presentations – Engaging sessions for students that cover budgeting, saving, credit basics, and the importance of financial responsibility
• Workplace Seminars – On-site financial education for employees, focusing on debt management, retirement planning, and smart spending habits
• Interactive Learning – Activities and discussions that make financial concepts easy to understand and apply
• Customized Content – Topics tailored to meet the unique needs of each audience, whether it's a classroom or a corporate setting