fbpx Skip nav to main content.

PDCU Member Benefit: Financial Planning

Helping members plan for financial goals.

Contact PDCU to schedule an appointment with Lincoln Financial


Plan, protect, and retire with us.

  • Are your investment options overwhelming?
  • Would you like financial planning help to put your family’s financial picture together?

A financial professional can help you take charge. A financial professional can work with you to assess your income needs, risk tolerance, and retirement goals. Then, they can guide you through your product options, suggest the most tax-efficient strategies, and create a plan to build and protect your wealth. Please meet your financial professional resource, Mary Prebish.

Get help setting and sticking to a strategy

Good financial professionals will help you develop a financial plan that fits your needs. They’ll help you set goals and stay on track to reach them for today and the future. They can help you:

  • Select funds and allocate your assets
  • Assess your risk tolerance
  • Understand how your investments can affect your taxes
  • Calculate your retirement income
  • Review your progress toward your plan and make recommendations
  • Decide when and how to retire
  • Review buy/sell agreements for business owners

Securities and variable products are not a deposit, not FDIC or NCUA insured, not insured by any federal government agency, not guaranteed by this bank or credit union, and may go down in value. People Driven Credit Union is not an affiliate of Lincoln Financial Advisors Corp. Credit Union products are provided by People Driven Credit Union.

Investments and advisory services are offered through Lincoln Financial Advisors, Member SIPC, registered broker/dealer, and registered investment advisor. People Driven Credit Union is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products are distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA.

Securities and investment advisory services are offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Explore Lincoln.


Lincoln Financial Advisers work with clients to prepare a profile that considers their needs, goals, time frames, and risk tolerance. This overview becomes the basis for an ongoing relationship to help clients stay on course in meeting their financial goals. Their experience covers the individual’s needs and assists with the needs and issues affecting business owners.

Trust Accounts

A Trust is established to transfer assets to a beneficiary in the event of the person’s death. Each Trust is written by an attorney to be administered and customized according to the person’s wishes. To ensure proper administration of the Trust, the credit union requires a copy of the complete Trust document.

My favorite thing is how you go out of your way to accommodate your members.

Joan B - 35 year member

Have questions about your financial future?

Set up an appointment for a no-cost, no obligation conversation.

Schedule Appointment

Insurance and investment products offered by our trusted vendor partners are not deposits, obligations of, or guaranteed by People Driven Credit Union and are not insured by the National Credit Union Association (NCUA), the National Credit Union Share Insurance Fund (NCUSIF), or any other agency of the United States or People Driven Credit Union. Any insurance required as a condition of an extension of credit by People Driven Credit Union need not be purchased from the insurance agency of the People Driven Credit Union and may be purchased from a licensed insurance company of your choice.