Financial Planning

Do you have a financial plan?  Are your financial decisions supporting that plan?

Financial Planning

Steven DeanHave you met our financial planning partner, Steven Dean?  He is available on Tuesdays to meet with our members.

Call us to schedule a FREE appointment at 897-0900.

No matter what your age, income level or profession, planning for your future can turn your visions into reality. OTIS Federal Credit Union offers our members access to financial planning, investments, long-term care and insurance services through Northeast Planning Associates, Inc. and LPL Financial.

The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. A financial planner will objectively analyze your current situation and assist you in laying the foundation to help you achieve and protect your dreams. Whether your objectives involve retirement, reducing your tax burden, proper advice on allocation of your investment portfolio, or protecting your assets, an advisor can prepare a personalized plan with specific courses of action for you to consider.

Learn more about our financial planning partners