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Retirement Shouldn't Be Left Up to Chance

A new study by national retirement advocate AARP found that, on average, 42% of Americans do not feel prepared for retirement, even though an average of 87% believe retirement planning is important.* Don't leave your future up to chance. Our knowledgeable and experienced team at Education First Financial Group is here to answer your questions, discuss solutions and help you prepare for your retirement. Below are the products that we offer to help members prepare for a secure financial future during retirement.

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Individual Retirement Account (IRA)

When it comes to investing in yourself, an IRA can be your best friend. Start or manage your IRA with Education First Financial Group and save for the retirement you deserve.

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Mutual Funds

Mutual funds let the average investor pool their money with other investors to "mutually" buy securities such as stocks, bonds, and short-term debt. 

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Annuities allow you to match your specific financial needs with your portfolio objectives.  Learn more about the different types of Annuities that Education First Financial Group offers and which one is right for your specific needs.

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Handy Tools at Your Disposal.

Whether it's budgeting for retirement, comparing the latest rates or meeting with an experienced professional, managing your finances has never been easier with Education First Financial Group!


Retirement Calculators

Calculate your budget and plan for your retirement goals with Education First's retirement calculators.

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Check current rates and find out which ones are the right fit for what you need.

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Our Team

Get top-of-the-line advice from Education First's professional financial advisors.

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Representatives are neither a tax advisor nor attorney. For information regarding your specific tax institution, please get in touch with a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Education First Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Education First Financial Group, and may also be employees of Education First Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Education First Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Check the background of this investment professional on FINRA's BrokerCheck.

Education First Federal Credit Union (EFFCU) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay EFFCU for these referrals. This creates an incentive for the EFFCU to make these referrals, resulting in a conflict of interest. EFFCU is not a current client of LPL for advisory services. Please visit for more detailed information.

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