Financial Check-Ups

How are you doing? Find out with a Financial Check-Up

If you’ve got money questions, get them answered today! You schedule check ups with your doctor and car mechanic, why not take a look at whether you’re making progress in your efforts to be financially fit. A Lake Trust representative can meet with you and help you determine where you are, where you want to be, and how to get there.

What you can expect from your Financial Check-Up:

• Credit Report Exam
• Debt Inspection
• Checking Account Review
• Savings Study

During the Financial Check-Up, we get to know you and your unique situation before making any recommendations. After your appointment, we'll complete an analysis and then follow up with specific recommendations.

Why not call 888.267.7200 to set up your free one-on-one Financial Check-Up. You can also schedule an appointment next time you’re at your local branch.

Or maybe you'd like to visit one of our Anytime Adviser Coaches° — interactive advice...anytime.

°Third party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.