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Financial Planning

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Virtual Office Hours

Our partners at Skylight Financial offer Virtual Office Hours on Tuesdays and Thursdays between 10pm and 12pm. Choose between a 15, 30, or 45 minute session with a CFCU Skylight team member. 

Schedule your virtual appointment today!

Skylight Financial Group knows no two people are alike. They champion individuality and personality. They listen and get to know you in an in-depth way so that they understand what truly matters most to you when it comes to your interests, goals, and aspirations.

For this reason, Century Federal has chosen to partner with Skylight Financial Group to offer members a trusted, local option for financial planning services.

Financial planning is a dynamic process to help you make well-informed decisions about how you allocate your money so that you can achieve your financial goals in life. Skylight’s comprehensive and personalized financial planning process is designed to determine where you are now, where you want to be in the future, and provide strategies on how to help you get there.

Skylight will use the six key areas of financial planning – financial position, adequate protection, wealth accumulation strategies, retirement planning, tax reduction strategies, and estate planning – to tailor a financial plan that fits your needs.

Your journey with Skylight will begin with your advisor identifying your financial objectives and explaining the financial planning process. From there, you and your financial planner will work together to come up with a plan customized and ever-adapting to your needs.

01 Identify identify financial objective & explain financial planning process 02 Determine determine current financial profile, present financial strategies & discuss options 03 Evaluate evaluate financial profile & meet specialists 04 Deliver present financial plan 05 Review post-plan delivery review and re-evaluate on a regular basis

Learn more by visiting the Skylight Financial Group website or by calling 216.621.5680 and mentioning that you are a member of Century Federal Credit Union.

Investments and/or insurance products offered ARE NOT insured by the NCUA or any other federal government agency, ARE NOT credit union deposits or other obligations of, or guaranteed by the credit union and ARE subject to investment risks, including the possible loss of principal amount invested. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. Century Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202406-253478