SAFE Financial Services

06/24/2026

Read the Weekly Market Commentary to better understand how you can prepare and protect your portfolio.

Check it out here: https://www.lpl.com/research/weekly-market-commentary.html

06/22/2026

Staying on track starts with taking a closer look.

Our latest blog highlights the importance of a mid-year financial review, and how it can help you refine your strategy and stay aligned with your goals.

As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial objectives.

06/21/2026

Happy Father’s Day from SAFE Financial Services. Today we celebrate the fathers and father figures who lead with strength, guidance, and care, helping build secure and meaningful futures for the ones they love.

06/19/2026

Today we recognize and celebrate Juneteenth, a powerful reminder of freedom, resilience, and the ongoing pursuit of equality. As we take time to reflect on this important day in our nation’s history, please note that U.S. financial markets are closed.

06/18/2026

Ready for a mid-year money check-in?

Learn how to take control of your finances with confidence. From building a realistic budget to understanding what really impacts your credit score, you’ll walk away with practical tips you can use right away.

Don’t miss this chance to boost your financial wellness, save your spot today!

Register here: https://www.safecu.org/community/events/events-detail/2026/06/23/default-calendar/062326-managing-your-budget-and-credit-score-sb

06/15/2026

Ready to strengthen your financial game this summer?

Our latest blog shares easy, actionable tips to help you build better habits and boost your fiscal fitness.

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the long run, regular workouts pay off.

06/08/2026

In a profession built on numbers, it’s the human moments that matter most. James brings steady guidance and calm perspective when decisions feel overwhelming, helping clients move forward with confidence.

Learn more about James: https://www.safecu.org/wealth-management/meet-our-advisors/james-kline

SAFE Credit Union provides credit cards, mortgages, commercial lending, auto loans, investing & retirement planning, checking and business banking.

06/04/2026

Make this your best summer yet, without breaking the bank!

Discover simple ways to have fun while staying on budget. From creative at-home ideas to low-cost outings, you’ll get practical tips the whole family can enjoy.

Start planning a summer full of memories, not expenses. Save your spot today!

Register here: https://www.safecu.org/community/events/events-detail/2026/06/09/default-calendar/060926-enjoy-your-summer-with-5-budget-friendly-tips-sb