One on One Financial Planning from LGFCU

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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 financialplanning@lgfcu.org.

How can we help you?

  • 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.

Meet our Financial Planning Team

  • Sharon A. Krizic, CTFA, CFP
    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 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 Dortch, CFP®, ChFC
    Jeffrey Dortch CFP®, ChFC

    Financial Planner
    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.

  • Eric Fogleman, CCRR
    Eric Fogleman CCRR®

    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.

  • Jennifer Miller, CCUFC, CCRR
    Jennifer Miller CCUFC®, CCRR®

    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.

For more information, call 877.367.5428 or email financialplanning@lgfcu.org.

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