Personalized Financial Guidance - A Benefit of Your Membership
Your membership gives you access to professional financial guidance through Korhorn Financial Group - a team of experienced advisors focused on helping you make confident financial decisions.
Whether you're just getting started, planning for retirement, or navigating life changes, this benefit provides education, strategy, and one-on-one support tailored to your goals.
Guidance You Can Trust
Korhorn Financial Group works alongside Circle FCU to support your financial well-being, not sell products you don't need.
What Members Appreciate:
- Advisors who take time to understand your goals
- Clear explanations
- Long-term planning, not quick fixes
- Support that complements your credit union services.
Circle FCU remains your financial home - this benefit simply expands the guidance available to you.
How You Can Use This Benefit
As a member, you have access to financial guidance that adapts to your life - not the other way around. This benefit is designed to support both everyday financial decisions and long-term planning, no matter where you're starting from.
- Build a Strong Financial Foundation
- Protect What Matters Most
- Plan for the Future
- Save for Education & Major Life Goals
- Navigate Life Transitions
How to Get Started
Request an Appointment
Getting started is simple and convenient. You can request an appointment in the way that works best for you.
- At a Branch: Visit a branch of your choice and speak with a team member. They can help answer questions and submit a request for a financial consultation on your behalf.
- Online Banking or Through Our Mobile App: Members can request an appointment by completing the Korhorn Financial Group Consultation Form.
Services Available Through Korhorn Financial Group
- Financial Planning
- Portfolio Management
- Tax Preparation
- Insurance Planning
- Health Insurance Planning
- Life Insurance Planning
Frequently Asked Questions
Is there a cost for members?
Initial consultations may be complimentary. Ongoing services will be clearly explained before any commitment.
Do I have to move my accounts?
No. You are never required to move accounts or products.
Is this service optional?
Yes! You decide if and when this benefit is right for you.
Ready to Take the Next Step?
Schedule your complimentary consultation today!
