Wealth Management

Here Today, For Your Tomorrow

Let's face it, the idea of getting started with investments can be downright scary, that's why our team of experts are here to answer all your questions.  With Education First Financial Group on your side, you'll be on the path to a financially secure future.

dad and daughter with piggy bank
Start Thinking About Your Future Today

Did you know the average age Americans start investing is 31 when you are eligible to start as soon as age 18? Don't miss out on over a decade worth of savings and start your journey now. Are you over the average age and not meeting your goal investments? No need to fear, the Education First FCU Financial Group is here!

Whether you are just starting to save for your future, or are looking to evaluate or strengthen your existing financial plans, our team will create a strategy to that is personalized for your needs.

Featured topics in our Investing 101 Guide:

  • Reason to invest
  • Types of investments
  • What investments are right for you
  • When you should start investing
  • ​How to get started investing
  • What questions you should ask a Financial Advisor

Additional resources include our helpful Investment Calculators

What will it take to reach your future financial goals? Our calculators provide guidance, allowing you to change variables in your savings plan to give you an idea of what strategy to use. Dig into the details of different investment topics to create a blueprint that works for you. Keep in mind, these numbers are just estimates, but they can provide a road map for which financial path to take. 
  • College Planning: Set up a savings plan for college to ensure your finances are on track
  • Life Insurance Calculator: When trying to find out how much life insurance you need, this calculator can provide guidance
  • Retirement PlanningPlug in your 401(k), as well as the percentage your employer matches to see what will be your predicted balance when you retire 

Questions? We're here to help! Give us a call at (409) 896-8553. To request an appointment with Sal Guerrero, click here. To request an appointment with Art Perez, click here.
 

Check the FINRA background of Sal Guerrero and Art Perez here

*Education First Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.  

**Representative is neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

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