Financial Wellness Program

PREFERRED PARTNERS

A financial wellness resource provided by Sharefax!

Sharefax offers free and low cost financial services along with financial education and credit counseling!

  • FREE Health Savings Accounts
  • FREE Checking Accounts
  • FREE Online Banking / Mobile Banking
  • Great rates on auto loans & mortgages!

A WEALTH OF BENEFITS

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LUNCH-N-LEARN EVENTS

Sharefax will host financial wellness seminars around topics to promote financial health to your employees. From student loans, retirement, mortgages, and loans,  these lunch and learn events can be customized  to your employees’ needs.

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MONEY ED

Whether you’re looking to start a checking account, obtain a loan, or learn more about personal finance, each course will prepare you to make wise financial choices. Welcome to MoneyEd: A Personal Finance Program.

Sponsored by Sharefax Credit Union!

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PERSONAL MONTHLY BUDGET

There’s no underestimating the importance of formulating a budget. It’s a process that helps you develop the self-discipline you’ll need to manage your money and keep needs, wants and desires in their proper relationship.

SPECIAL FINANCING

Our Fresh Start Loan Program is designed for our members who may have gotten off track with their personal finances and need help to reestablish their credit or are in need of an emergency loan. In conjunction with Trintiy Debt Management, Sharefax Credit Union has created a money management educational program for our members with credit problems. Some members, who do not qualify for a loan under our current lending policy, can complete a credit management session and be automatically approved for a loan with certain restrictions. Plus Sharefax offers other programs including Starter LoansLow Income Financing, and $en$ible Cash Loan Program.

HAVE YOU BUILT YOUR NEST EGG YET?

Have you started to consider what you’d like your lifestyle to be after retirement? These are important questions to address when thinking about retirement and your future. Sharefax Credit Union Individual Retirement Accounts (IRA) are a great option to help save and provide potential tax advantages. We offer Traditional and ROTH IRAs for your convenience. Does your employer offer any retirement options such as a 401(k), 457 or 403(b) plan? If your employer offers you a retirement plan, you need to consider taking advantage of this opportunity and make recurring contributions.

SHAREFAX FINANCIAL RESOURCES

Trinity Debt Management

If your debt has you down, CALL 800-758-3844 NOW or start your FREE debt analysis today!

 

GET STARTED

American Heritage Insurance Group

We Listen. We Understand. No Worries. Let us take care of it.

Special insurance discounts for Sharefax Members. Discounts on home, auto, and life insurance.

 

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Sharefax Financial Services

Whether your concerns are the need for safety, growth, more income, taxes, long term care needs, or estate planning, we will customize a plan to help meet your various needs.

 

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The Dental Care Plus Group

The Dental Plus Group provides high-quality dental benefits plans to groups and individuals.

 

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ENJOY EXCLUSIVE SAVINGS EVERYDAY

Members have saved nearly $2 billion on discounts from partners! Take advantage of great discount offers for being a member of Sharefax Credit Union.

 
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