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We Partnered with Wealthramp

Rolling F Credit Union is Partnering with Wealthramp to Give You Access to Advice from Vetted Fee-only, Fiduciary Advisors


Figuring out how to balance your income and spending, pay off debts, fund a child’s education and invest for retirement is challenging enough when times are good. But the COVID-19 pandemic economy is leaving a trail of financial uncertainty in its wake. A brand new NEFE survey reveals 9 in 10 Americans are experiencing financial stress. 

WHAT IS FINANCIAL PLANNING?

Real financial planning is a process that will change and adjust just as your life changes. We all wish we had a better introduction to how to save, manage and invest money earlier in life, but most of us had to learn the basics of financial literacy on our own. The purpose of planning is to help you make smarter, more informed money decisions and avoid expensive mistakes. A financial plan is your unique personal road map for saving, managing and investing your money to make the most of everything you have throughout your life. 

EXPERT PLANNING AND INVESTING ADVICE THAT’S IN YOUR BEST INTEREST.

Where do you turn for advice? A great financial advisor holistically addresses the challenges and the opportunities that touch your financial life whether you’re just starting your career, starting over after divorce, or getting ready to retire. The best advice comes from a financial advisor who works only and directly for you and is legally held to the fiduciary standard. 
 As fiduciaries, these advisors must work solely in your best interests. (Not all financial advisors are fiduciaries.) 

NO SALES PITCHES FROM BROKERS OR AGENTS.

Financial advisors who work for brokerage firms or insurance agents may offer some financial advice, but they don’t work directly for you. They’re paid commissions by their employers to sell you the products they recommend to you. A fee-only advisor is independent and works for your best interest, so their advice is objective. Fee-only means an advisor works only and directly for you, and all fees are transparent. Your best interest means no hidden agendas.

WHAT IS WEALTHRAMP?

Now that you understand why it’s important to work with a truly qualified, independent advisor, how do you find the advisor who fits your personal needs and your budget? Wealthramp is the first and only online network that can match you with an expertly vetted fiduciary fee-only advisor--in less than three minutes. Rolling F Credit Union has partnered with Wealthramp because every professional is personally evaluated and selected by Wealthramp CEO Pam Krueger, nationally known fiduciary advocate and creator and co-host of the long-running MoneyTrack TV series on PBS.

HOW DO YOU ACCESS THE WEALTHRAMP ADVISOR NETWORK?

Using Wealthramp is easy and takes less than three minutes. Start by answering a series of questions that helps you prioritize your needs and your budget. Then you’ll see the full profiles of the recommended individual advisors. After you review your referrals, just use the calendar app to schedule a meeting by phone, virtually or face-to-face at our Turlock location. 

Wealthramp respects your privacy. Your information will never be shared with any third party including your advisor matches. You are in full control of communication. That means you’re the only one who can initiate a conversation with your advisor referrals.

Your first meeting is always free, and you’re under absolutely no obligation to hire any professional. Wealthramp is always here available to answer any questions you may have about the process or the advisors.


 Start taking control of your financial future today!