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Life Planning

Whatever phase of life you are in, having a plan to guide you is essential. Whether it is your first car, your first love, your first home, your first child or your first retirement account, we are happy to help you find your best life.

Contact Us
Whatever phase of life you are in, having a plan to guide you is essential. Whether it is your first car, your first love, your first home, your first child or your first retirement account, we are happy to help you find your best life. Contact Us

How can we help you plan ahead?

It's a fact, at different points in your life you need different financial products. Let's dig in and see how we can help with the next phase of your life.


Planting your Roots
Purchasing a home takes some planning. Whether you're looking at houses currently or wanting to know what you should do now if you want to buy a home in the next few years, we can help.
Planting your Roots
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Tying the Knot
You've found a life partner. Now let OECU join you in financial matrimony.
Tying the Knot
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Bun in the Oven
Big things do come in small packages. Your little bundle of joy is about to rock your world. We are happy to help you get ready.
Bun in the Oven
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Small Business Startups
While we don't offer business startup loans, we can point you in the right direction.
Small Business Startups
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Retirement Prep 101
Cliff notes in the art of planning for your retirement.
Retirement Prep 101
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