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Retirement & Investments

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or just a second opinion of your current plan, we’re happy to help.

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Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or just a second opinion of your current plan, we’re happy to help. Contact the Financial Advisor
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Helping you do more with your retirement

Your retirement is an important milestone. Our CFS* Financial Advisor is happy to help you with your goals whether you’re preparing for retirement or looking for additional growth opportunities.

As a member of OKCU, you have access to our knowledgeable CFS* Financial Advisor

Meet Linda Schluchter, a Financial Advisor at Oklahoma’s Credit Union. Linda loves helping people do more with their money. She’s happiest when she sits down with members and explores the resources they have available when it comes to financial planning.

Many times people think they have limited options based on their income and that’s simply not the case. Linda asks all the right questions and finds creative solutions for members. Her 30 years of experience in a variety of settings allows her to develop a realistic plan to help make retirement, insurance and investments easy.

Linda is committed to developing long-term relationships with her members, through job changes, marriage, divorce, births and deaths. She brings forth the knowledge and tools to help members create a financial plan that continues to meet their needs regardless of what life sends their way.

A lifelong resident of Oklahoma, Linda enjoys traveling, theater and spending time with her grandchildren, especially on their group vacation each year. In her spare time, she volunteers in the community at the local food bank and in mentor programs.

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Retirement is a journey that begins long before you turn 65

Our CFS* Financial Advisor will meet with you to uncover your needs and long-term goals and build a financial plan that will include:
  • The proper investment strategy
  • Various asset allocation models and investment vehicles
  • Your risk tolerance and time horizon
  • An understanding of the ups-and-downs of the market and how they might affect your goals
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Let our CFS* Financial Advisor help you find the road to financial freedom

Our CFS* Financial Advisor will help you take the first steps toward building a confident financial future by creating a comprehensive plan that fits your lifestyle. Your individualized plan could include:
  • Investment Opportunities
  • Debt Consolidation
  • Life and Long Term Care Insurance
  • Education Funding

Need a second opinion? Our CFS Financial Advisor can review your current financial plan.

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Financial planning can be overwhelming. Get the resources to make it easier.​

Browse any of our calculators to get specialized information based on your financial goals:

Or, get all the information you need plus tips and tricks from industry insiders at one of our workshops.

  • Financial Peace University
  • Estate Planning
  • Debt Reduction

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LET THE EQUITY IN YOUR HOME WORK FOR YOU.

LET THE EQUITY IN YOUR HOME WORK FOR YOU.

Whether you’re looking to consolidate your debt, take a vacation or do some remodeling, you can use the equity in your home without touching your first mortgage.

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HOME EQUITY
TOP 3 USES FOR HELOC
HOME REPAIR
VACATION
PAY OFF DEBT
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.​ Investment Representatives are registered through CFS. Oklahoma’s Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Bitcoin and other digital or cryptocurrencies are not offered through OKCU’s non-deposit investment services provider, CUSO Financial Services, L.P. (“CFS”), and may present a high degree of risk to principal. The information provided does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. CFS make no recommendations that any cryptocurrency should be bought, sold, or held by you.

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Happy To Help Stories

Why do our members love being part of OECU? Find out below.

  • Essie J.

    When I was concerned about my credit score, a loan officer sat down and explained how credit worked and what to do to help raise my score.

    – Essie J.

  • Callis H.

    OKCU gave me the second chance I needed to reestablish my finances and build a positive credit history for my future.

    – Callis H.

  • Lynda M.

    Most finance companies won't consider giving a loan to a young adult. OKCU taught my son about building credit and the responsibility of having a loan.

    – Lynda M.
  • Veronica T.

    We have been able to reduce our debt and rebuild our savings and credit history from the workshops offered by OKCU.

    – Veronica T.

  • Devon M.

    OKCU has always offered great rates on things like car loans to my family, even when we've not had the best credit.

    – Devon M.
  • Mara S.

    We were able to open two accounts and take out a small loan to begin rebuilding our credit after my husband’s cancer. They don't care as much about your past as what they can do to help you now.

    – Mara S.