Facing an unexpected job change?
Life is full of twists and turns. If you’re facing an unexpected job change, we’re here to help. Your First Tech membership offers you access to a team of professionals who can help you evaluate your situation and create a financial transition plan.
Budgeting Unexpected job changes can crimp your monthly budget. Our Financial Educators can help you create a new plan that you can stick to; all at no cost to you. Just email or call 800.637.0852 x4681.
Investments When changing jobs, don't forget about the money you've invested in your employer sponsored retirement program. Our Financial Advisors, available through CUSO Financial Services, L.P. (CFS), our broker/dealer located at First Tech Investment Services can help you evaluate your retirement and investment options. Just call 800.637.0852 x3371 for Oregon and x7149 for Washington.
Taxes Job changes can often mean changes in your tax obligations. Our tax services professionals can help you understand and evaluate your tax obligations.
- CU Tax Professionals, Inc., is available at our 153rd Drive branch for our Oregon members. Call them at 503.350.3370 to schedule an appointment.
- Bashey, Hutchinson & Walter, PLCC., serves our Seattle area members. Call them in Bellevue at 425.455.1620 send them an email to schedule an appointment.
Repayment options If you know you’ll have difficulty repaying a First Tech loan, please call 1.800.637.0852. Our team of Account Management professionals will work with you to explore repayment options. We encourage you to explore your options early as late payments can have a negative affect on your credit rating.
Life can bring unexpected surprises, but when it does, count on your First Tech Credit Union membership to help you get through it.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).
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