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How About a Custom Savings Plan?

August 7, 2015

Savings2

Maybe saving money used to be a struggle, but lately, you find yourself getting into a bit of a comfort zone. Just a little extra buffer every month. If that has you thinking about actually saving but unsure how to get started (or where to put it), you’re not alone!

Plenty of people in the same position as you need some help setting up a budget, and creating a savings plan for both the short and long term. We’re here to help.

From deciding how much to spend or save, to what accounts will get you started, we’ll start by talking with you. Tell us your dreams and goals, and we’ll work with you on a custom savings plan—made just for your dreams.

We have a number of savings accounts to choose from:

Regular Share for the perfect beginning, and part ownership in First Source FCU!
Share Certificates for longer-term earnings
Money Markets for higher dividends with withdrawal options
IRAs for a great way to start planning your comfy retirement
Club Accounts for holiday or rainy day planning
Youth Accounts to get the kids started saving in a fun way
Investments as our friends at Choice Investments work with you on bigger plans

We’ll help you choose the right combination of accounts to make your life easier. That’s what it’s all about, isn’t it?

Send us a request online, or call 315-735-8571 to make an appointment now, and let’s get you started!

Membership requirements apply.

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