Financial Planning

Our Financial Advisors work with LGFCU members one-on-one to provide assistance with managing your money, reducing debt, investing and much more.

LGFCU Financial Advisors will work with you to create a customized solution, whether you need help in just one targeted area or the full range of services, including:

Budget Review

Get a summary of your current financial situation and find practical ways to adjust and monitor your spending patterns.

Credit Report Review

Take the mystery out of credit reports. Our Certified Credit Report Reviewers show you crucial steps you must take to maintain or improve your credit. We'll help you understand your report and show you how to protect yourself from identity theft.

Debt Reduction Review

Let us develop a strategy for you to pay down your debt in the shortest amount of time—reducing the amount of interest you pay which saves you money.

Education Financing Review

Review possible funding sources such as scholarships, financial aid, savings, loans and more to determine the best option to pay for education expenses.

Savings Review

Need help with saving for a specific goal? Or help building an emergency savings fund? We make saving less scary by helping you set small, achievable steps.

Retirement Planning

Prepare for retirement by getting a complete personalized plan. We offer a variety of products, including IRAs, to help you save for your retirement years.

Investment Planning

Let our financial planners review your current investment plan or create one for you. LGFCU has many investment options to help build your assets.

End-of-Life Planning

Ensure your assets pass to your loved ones, or simply be prepared in case of unexpected illness or incapacity. Talk to us about our estate planning services and trust accounts.

Next Steps

To prepare for our full assessment meeting, you'll need to gather a few documents.

Meet our Financial Advisors

 

Sharon A. Krizic CTFA, CFP®

Senior Vice President, Financial Planning

Sharon Krizic has worked in all facets of the trust and investment management industry for nearly 30 years. She graduated from the University of Illinois with a degree in Criminal Law. In 1990, she earned her Certified Financial Planner (CFP) designation and later graduated from National Trust School and National Graduate Trust School in 1996. She also earned her Certified Trust and Financial Advisor (CTFA) designation in 1996.

 


 

Jeffrey Dortch CFP®, ChFC, AFC, CCRR®

Financial Advisor

Jeff is a Certified Financial PlannerTM and a Chartered Financial Consultant. In addition, he is an Accredited Financial Counselor and Certified Credit Report Reviewer (CCRR). He received his Bachelor of Science in Business Administration, majoring in finance from the University of Tennessee. Jeff has more than nine years of experience in financial services and accounting. He is enthusiastic about acting in the best interests of our members and fulfilling the mission of LGFCU.

 


Jennifer Miller CCRR®

Financial Advisory Specialist

Jennifer Miller has more than eight years of experience working at credit unions both internationally and locally, and is a Certified Credit Report Reviewer (CCRR). To help members become financially savvy, she contributes articles to Aim magazine. Jennifer is committed to helping members of all ages and economic stages achieve their financial goals.