I am pleased to announce a significant milestone in our journey to enhance your financial experience!

We are excited to unveil a new strategic partnership with First Community Trust (FCT), a highly regarded investment firm headquartered here in Iowa. This partnership represents a commitment to not just listening to member feedback, but taking actionable steps to implement new products and services.

Through this new partnership, we are able to offer a wide array of wealth management services to members, including benefits such as:

• Investment Management
• Retirement Planning Consultation
• 401(k) and IRA Rollovers
• Estate Planning
• Financial Planning
• Trusts and Trust Consultation

As part of this collaboration, we’d like to introduce you to your point of contact at First Community Trust, Trust Officer Kristin Evans. Kristin’s ties with Affinity Credit Union date back to her childhood when her father served on the board of directors for Firestone Credit Union, while he worked as a Purchasing Manager at the plant for more than 40 years.

Kristin brings a deep understanding of investment, retirement, and financial planning, ensuring that you receive personalized advice and support to achieve your financial goals.

Beginning in mid-to-late April, you’ll find her at our Hoffman branch each Monday. We encourage you to reach out to her at kristin.evans@fctrust.com or 515-518-1801.

All consultations are free of charge to our members!