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Financial Planning Tools

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Home > Resources > Financial Planning Tools

Financial planning

One location where you can find all of U1's handy tools to make your life just a bit easier. 

TruStage InsuranceInsurance

Insurance protection is part of a solid financial plan. From getting a good rate on coverage for your car to making sure your life insurance is adequate, dependable insurance coverage ensures financial relief when you need it. And along the way, you’ll take comfort in knowing you’re protected.

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Trinity Debt ManagementTRINITY

Trinity Debt Management, an nonprofit credit counseling agency, partners with U1 to provide invaluable assistance to individuals and families in effectively managing debt while equipping them with essential personal financial skills. Trinity services include:

  •  Budget & Credit Counseling
  •  Education Materials
  •  Debt Management Plan

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LMCU logo U1 Perks

Your U1 membership is about the trust and care of community, built around where you live, work and play. That’s why a U1 membership saves you money on exclusive member-only offers through our trusted partners. 

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U1 Tips 

U1 Tips

This page is dedicated to help our members develop healthy money management skills. Whether it's buying a car, applying for a mortgage or creating a responsible budget; we'll provide videos, articles and toolkits on various topics to help maintain financial wellness.

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Need personal financial assistance or have specific questions? Send us a chat message, call or email. 

memberservices@u1cu.org  |  800-543-5000 option 0

 

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Member Eligibility

U1 membership eligibility is available through many outlets. Find out how to become a
U1 member here.

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