金融健康
From one-on-one coaching to monthly workshops on relevant topics with certified financial advisers, 加州海岸重视为会员提供免费的金融教育.
2023年的免费资源
- 金融健身网络研讨会: we are continuing to offer monthly webinars this year with expert financial fitness coaches. These webinars are informative and provide tangible solutions to take control of 你的 finances, 为你的未来做计划，为人生的重要里程碑存钱.
- 1:1个性化辅导: One of the beautiful things about being a member of Cal Coast is our free 1:1 financial coaching services. This is exclusive to our members, 100% confidential and customized to fit 你的 goals. We have so many success stories from this program and it's no cost to 你 other than some time and commitment.
- 财富管理: 类似于我们1:1的辅导, we offer our members access to financial advisors who can help 你 achieve 你的 financial goals. 安排免费咨询 在我们的网站上. 我们的财务顾问帮助会员进行退休计划, ira, 共同基金, 股票, 还有更多.
- 丰富: 您的来源财务健康和教育特色 动态和 互动工具、课程和资源 发表一篇高度的文章个性化体验专为 你.
帮助你实现经济繁荣
在加州海岸, our members are our most important asset and it’s our mission to simplify their lives in order to help them achieve financial prosperity.
We're not only a full-service financial institution that offers the same products and services as the larger banks (with lower rates of course), 但对我们来说, it’s also about education and providing valuable resources for our member through our financial wellness programs.
我们的程序
We are constantly growing and adapting our financial wellness initiatives as the needs of our members change. 通过帮助会员减少债务来影响他们的生活, save for personal and professional goals and live a prosperous life is the reason we exist.
这里有一些最受欢迎的加州海岸财务健康计划, 专为会员提供:
丰富财务健康工具 & 资源
引入丰富! 您的来源财务健康和教育特色 动态和 互动工具、课程和资源 发表一篇高度的文章个性化体验专为 你.
预算 & 金融培训
Our free one-on-one financial coaching with a certified financial coach is popular with our members and we are proud to have some amazing success stories come out of this program.
加州海岸金融服务公司1
We offer our members a complimentary consultation with one of our expert financial advisers – whether 你’re curious about how to start investing, 计划退休或对人寿保险有疑问, 你 will receive honest and personalized advice that sets 你 up for success.
除了我们的会员专属计划, 我们也提供向公众开放的机会, 不管你是不是加州海岸的会员, 我们欢迎您利用这些计划. 以下是其中一些程序:
每月车间2
我们每个月在周三下午举办研讨会. The workshops range on a variety of relevant topics related to personal finance. 提供茶点. 此时，所有的工作坊都是虚拟的. 请在线注册以收到带有链接的电子邮件.
理财健康博客
我们不断开发内容，并提供免费建议, 技巧和工具可在我们网站的文章部分. 你可以过滤 文章 按主题或关键词. We research the most common questions and needs of our community and then our certified coaches provide detailed solutions on a variety of topics related to budgeting, 偿还债务, 储蓄, 投资和防止欺诈.
青年扫盲会议-咬牙切齿 & FinSense
我们在圣地亚哥和河滨县的当地学校提供这些课程. If 你 are an educator and would like more information on Bite of Reality or FinSense，请电邮 wrivera@ngskmc-eis.net.
提高信用评分的6个建议
Your credit score is one measure of 你的 financial health and whether 你’re responsibly managing 你的 money. Lenders often use this information to assess 你的 reliability as a borrower—whether 你 pay back 你的 loans regularly and on time.
- Check the background of investment professionals associated with this site on 美国金融业监管局’s BrokerCheck.
通过证券美国公司发行的证券.,成员 美国金融业监管局/SIPC. 通过PFG顾问提供的咨询服务. 加州海岸金融服务公司, 加州海岸信用社, 美国证券, 和PFG顾问是独立的实体. 美国证券 and its representatives do not provide 税 或法律建议. Trust services provided by Premier Trust, a subsidiary of Ladenburg Thalmann.
点击 在这里 PFG顾问的关系摘要副本(表格crs)
点击 在这里 索取美国证券公司的关系摘要(表格crs)
Free and simple 工具 are available to research firms and financial professionals at 投资者.政府.CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
| 未投保NCUA | 不是信用社担保 | 可能失去价值 |
This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, 管辖权或从每韦德体育开户的名单.
2. 加州海岸信用社 does not endorse or encourage the product or services. CCCU urges 你 to do 你的 own due diligence on the vendor and its product/service.
The tips provided are for informational purposes only and in no way should be relied upon for financial, 税, 或法律建议. 以上资料如有更改，恕不另行通知. 加州海岸信用社 encourage 你 to do 你的 own due diligence when making decisions regarding 你的 financial management.
别当陌生人，我们是你的邻居
Have a question about 你的 account, applying for a loan or perhaps 你're ready to talk refinancing? 无论你有什么问题或需要, our Member Service Center is always happily available to walk 你 through every step of the process with 你的 以最大利益为重.
