Resource Center

CPM Federal is committed to providing some of the best financial tools to help you and your family.

Just pick which resource fits your needs and click on the logo ...financial tools right at your fingertips!

Practical Money Skills

 Want to teach your child the fundamentals of money management or need a little lesson yourself? Practical Money Skills provides financial literacy for everyone! With information on personal finance, interactive games, and a variety of calculators that apply to all ages; Practical Money Skills makes learning easy and fun!       

 BudgetSmart is a new and exciting software program exclusive to CPM Federal. This easy-to-use software tool uses simple graphics, “pop-up” boxes and bar charts to help you manage money more effectively. You can use the program to:

• Establish a budget
• Track spending
• View tips for improving areas of overspending (or inadequate saving)
• Experiment with “what if” scenarios to determine how a

major purchase or change in income would impact your budget

CheckRight is a web-based checking account management education module designed to teach you how to manage a checking account. Use CheckRight if:

• you are looking to open a checking account for the first time or
• you have had difficulty handling an account in the past.

Among other things, CheckRight will help you learn how to:

• open an account
• write checks

• make deposits
• maintain a check register
• reconcile an account
• create a spending plan

 

Free Financial Counseling is now available for members of CPM Federal Credit Union. The Accel program is designed to help our credit union members meet all of their financial goals.  You can take advantage of the free counseling at your own convenience. 

As a member...

• You will not have to make an appointment to speak with a financial counselor.
• You will receive counseling from representatives who are certified by the National Foundation for Credit Counseling.
• You will not pay any hidden fees.
• You will be able to receive advice on how to manage all of your debt.

» Click here for free counseling.

Investment Services*

Representatives from Scientific Investors are now available to assist CPM Federal Credit Union members with questions relating to investments, taxes, insurance, and estate planning.

For more information, please click here .

Click here to access your LPL account.

Please Contact:

Doug English, MBA CFP® CLU
CERTIFIED FINANCIAL PLANNER™
(843)266-2622
-and-

Erik Hofstrom
(843)740-6270

Home & Family Financial Information

Looking for some helpful information relating to managing your household finances?

Auto and Homeowners Insurance

*The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, SC, NY, AZ, FL, PA.

Securities & Insurance products offered through LPL Financial, & its affiliates, Member NASD/SIPC

Not NCUA Insured | Are not deposits or guaranteed by your credit union | Subject to risks including loss of principal