To prepare for our meeting, you'll need to gather a few documents and complete the form below:
Our financial planning team works with LGFCU members one-on-one to provide assistance with managing your money, reducing debt, investing and much more. Whether you need help in just one targeted area or the full range of services, we'll create a solution to fit your needs.
For more information about financial planning, email firstname.lastname@example.org.
Get a summary of your current financial situation and find practical ways to adjust and monitor your spending patterns.
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.
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.
Review possible funding sources such as scholarships, financial aid, savings, loans and more to determine the best option to pay for education expenses.
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.
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.
Let our financial planners review your current investment plan or create one for you. LGFCU has many investment options to help build your assets.
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.
Senior Vice President, Financial Planning
Sharon Krizic has worked in all facets of the trust and investment management industry for more than 28 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 is a Certified Financial Planner™ and a Chartered Financial Consultant. He received his Bachelor of Science in Business Administration, majoring in finance from the University of Tennessee. Jeffrey 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.
Financial Advisory Specialist
Eric has more than eight years of experience working in public service with all levels of local government employees, and understands the unique challenges faced by our members. He received his Bachelor of Arts degree in History from NC State University, as well as his Business Administration and Paralegal Certificates. Eric is also a Certified Credit Report Reviewer (CCRR) and has completed coursework through Wake Forest University for obtaining the Certified Financial Planner (CFP®) designation.
Financial Planning Specialist
Jennifer Miller is a Certified Credit Union Financial Counselor (CCUFC) with more than eight years of experience working at credit unions both internationally and locally. She is also a Certified Credit Report Reviewer (CCRR). As another way to pursue her passion for helping 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.