Reach Your Goals

Achieve What Matters To You

Setting goals can help provide focus, direction, motivation, and clarity. Striving for your goals can help give you control of your financial life and future. Whether you want to set short-term goals, long-term goals, or both, we can offer the planning and support to help attain them.

Setting Financial Goals

First Source can support you with  assistance in building and maintaining a budget, saving for retirement, and gaining financial independence & security. Below are some goals we help Members with every day:

• Smarter money management

• Savings plans

• Building and maintaining a budget

• Owning a home

• Affording home improvements

• Buying or leasing a car

• Managing healthcare expenses

• Financing recreational vehicles

• Paying for college

• Scholarship opportunities

• Debt consolidation

• Investments

• Retirement planning

• Opening businesses

Achieve Your Goals

Whether your goals align with some above or are something different altogether, we’re ready to help you reach them. Call 315-735-8571 to talk about your options or make an appointment with one of our friendly and knowledgeable representatives today.