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take the 1st step

take the 1st step

Take the 1st step towards achieving your financial goals.

You’re never too young, or too old to change your financial lifestyle. In fact, a number of studies conclude that when your finances are under control your mind, body and soul benefit too.

Sometimes the hardest step is the first. But, that’s were we come in. Our knowledgeable team can help guide you through your personal financial journey, or just help guide you to tools and resources to help you keep your plan on track. The choice is yours.

6 ways to help you take a step in the right direction:

1). Take the Service 1st Community Savings Challenge. You’ll start with a financial checkup and help a local charity at the same time.

2). Schedule a financial checkup annually. It’s a great habit to start. Schedule at the beginning of the new year, around your birthday or even day light savings time. By doing so, you can review your credit report and possibly find some additional ways to save. Call our Contact Center at 800.562.6049 to schedule your appointment today.

3). Get savvy about money. Check out SavvyMoney for some great budgeting tools, short educational videos and more.

4).  Take advantage of teachable moments for toddlers or teens and some great resources. Check out the links below, but remember a simple trip to the grocery store or a conversation about chores, or the topic of needs vs. wants, can easily turn in to awesome educational moments and great conversations.

•    US Mint for Kids

•    US Currency Education Program

•    Biz Kid$ 

5). Watch for seminar announcements. Check out our news and events section from time to time to rsvp for upcoming seminars. We are also out and about working in elementary schools, middle schools, high schools, and colleges to stress the importance of saving, offering fun eye-opening financial reality fairs and auto-buying seminars. Interested in having us visit your office or school? Is there a topic you’d like to learn more about? Click here to email our marketing department today.

6). Plan early. Take a few minutes to meet with our Retirement and Investment Center team. As a member of Service 1st, there is a no cost, and no obligation to meet with a representative to start to develop a plan to make sure you and your loved ones are planning ahead with confidence. Click here to learn more about our Retirement & Investment Center.

Just remember, it’s always the right time to take the 1st step.