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.
Contact the Financial Advisor
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
Contact the Financial Advisor
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.
Contact the Financial Advisor
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
View event calendar