• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Hercules CU logo with blue and lime green swirl

Hercules First Federal Credit Union

Growing Stronger Together

  • Login link with Hercules green and blue swirl
      • ONLINE BANKING LOGIN

         




        Forgot Password
        [?]

  • Accounts
      • Personal Accounts
        • Become a Member
        • Free Checking Account
        • Savings Accounts
        • Youth Accounts
        • IRA Accounts
      • Cards
        • VISA Credit Card
        • VISA Debit Cards
      • Business
        • Business Services
        • Business Loans
        • Business Checking
  • Loans
      • Loans
        • Rates and Disclosures
        • Auto Loans
        • EZ Mortgage Loans
        • Home Equity Loans
        • Motorcycle Loans
        • RV Loan (Recreation Vehicles)
        • Signature Loans
        • Skip-a-Payment
      • Cards
        • VISA Credit Card
        • VISA Debit Cards
      • Financial and Retirement Services
        • Loan Calculator
  • Services
      • Online Services
        • Online Banking
        • Online Bill Pay
        • Newsletter Signup
      • Mobile Banking
      • Mobile Pay
      • Branch Services
        • CO-OP Shared Branches
        • CO-OP ATMs
      • Other Services
        • Retirement and Financial Planning
        • Identity Theft Protection
        • Wire Transfer Info
        • Other Services – Direct Deposit – Gift Cards – Safe Deposit Boxes – ATM Access – NADA Values
  • Resources
      • Financial Tools & Education/Youth Resources
        • EverFi – Financial Education
        • Financial Calculators
        • Supporting our Students
        • Scholarships
        • Teacher Resources
      • Disclosures
        • Disclosures – ADA Accessibility, Privacy Policy etc.
        • Fee Schedule
  • About Us
      • Hercules First Federal Credit Union
        • Branches/ATMs
        • Contact Us
        • Holiday Schedule
        • Our Story
        • Job Opportunities
      • Latest News
        • Newsletter
        • News/Blog
  • white small f in blue blackground facebook link
  • baby blue twitter bird
  • purple and yellow instagram swirl

Retirement and Financial Planning

The Time for Financial Planning is Now!

two handsome middle aged financial advisors

Schedule a free one-on-one consultation

Set Up an Appointment with a Financial Advisor
First
List date we can call and set up an appointment.
Phone # is

button to navigate to Free Seminar

Partnership with Solitude Wealth Management

Hercules First Federal Credit Union has partnered with Solitude Wealth Management to provide a new level of financial planning services for our members.  We have developed a close trusting relationships with each of our members and now want to offer some additional financial planning services to our membership as we continue “Growing Stronger Together”.

Meet our Financial Advisors

Consider a free consultation with our financial advisors, Deno and George Roumpos. Give us a call and we’ll be happy to schedule a free one-on-one consultation with you at your convenience.

Related Articles

The Secure Act: 5 Things You Need to Know

Find out how the Secure Act affccts you retirement savings.  Read more.

Mature couple walking on the beach

Looking for a Financial Advisor?

Don’t make the same mistake 77% of American’s make.  Read more.

Young Couple shaking hands with a financial advisor

6 Scary Reasons to Do Retirement Planning Now.

20% of Americans plan on never retiring. Many Americans have found that they simply must keep working for as long as they can, due to insufficient retirement planning and saving. Read more.

6 spiders on an orange background

How to Invest and Save Money

Article by Britt Erica Tunick regarding considering a “Financial Advisor to map out your retirement spending.  Read more.

Will You Have Enough Income in Retirement.

Conventional wisdom says you should plan to generate 80% of your working income in retirement but, what is right for you? Read more.

"Will you have enough income in retirement" title.

10 Key Pre-Retirement Steps

Retirement takes a lot of planning and decades of preparation. You’ve gathered assets, set up a home and perhaps raised children. Now is the time to enjoy all you have achieved. But as you move …  Read more.

Grandpa playing checkers with grandson

Don’t Wait to Build Your Retirement Plan

Your financial advisor is your sounding board to 1) give you confidence that you can retire or 2) give you constructive criticism of possibly delaying retirement to help position you so you don’t have to go back to work. He/she can help you figure out… Read more.

Debunking 10 Common Misconceptions About Retirement

The mere thought of retirement for many pre-retirees can be overwhelming, if not frightening. Entering retirement comes with a lot of complex and unique risks that individuals need to consider. And with these risks often come misconceptions about planning, preparation and timing. Read more.

Healthy and smiling retired couple out for a golf game.

Own Your Retirement: 5 Mistakes to Avoid Making Now

Whether you’re 25 or 55, if you don’t have retirement on your radar, you’re going to speed through life and run right into it. Read more.

Own Your Retirement article cover

9 Ways to Plan for a Happier Retirement

Taking control of your finances, health and well-being are not mutually exclusive tasks to check off your list but a holistic approach to living your best and happiest life in retirement. Read more.

Man sitting on his road bike watching a sunset.

Annuity Questions

8 YES or NO Questions to Ask About Annuities: Do you find yourself researching annuities with retirement income in mind only to find confusing answers and/or conflicting answers? We’d like to help. Read more.

Man pointing to rising graph

Top Fixed Index Annuity Benefits

How a combination of powerful annuity benefits can keep you on rack for retirement planning success. We look at five top index annuity benefits: principal protection, tax deferral, liquidity, guaranteed income and beneficiary payments. Read more.

Annuities-Myths and Facts

Myths and Facts About Lifetime Income With an Annuity. Read more.

Man charting his goals and results on interactive screen.

A Financial Advisor You Can Trust

Trusted Partner

We understand how important it is for you to be able to trust your financial advisor, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted partner you can count on to give you the news straight and look after your best interests for the long-term.

Our financial advisors are experienced, responsive and understand your need for integrity, transparency and sound financial advice. Here are just a few examples of how they can help:

Schedule an Appointment

To schedule a time to discuss your financial future, please visit us at our main office in Hercules First Federal Credit Union or call us at the Credit Union at (801) 968-9011

Retirement Planning
Asset Protection
Tax Planning
Long Term Care
Estate Planning
IRA Legacy Planning
Trusts
Life Insurance
Wills & Probate
Charitable giving
Income Planning
And more…

Investment advisory services offered through Solitude Wealth Management, a Registered Investment Advisor, 10653 S. River Front Parkway, Suite 290, South Jordan, Utah 84095.  Telephone: (801) 797-6232.

Not (FDIC/NCUSIF) Insured
Not a Deposit
No (Bank/C.U.) Guarantee
May Lose Value
Not insured by any federal government agency

Member FINRA

Educational Seminars

Free Education Seminar

Get Answers Now!

Hercules Credit Union invites all members to take advantage of the Financial Advisors on our team.  Our highly qualified financial planners offer free consultations for retirement, asset protection and any other financial planning service.

Financial Seminars each Month

You don’t have to be a member, so bring your spouse or friend and join us at our main office:

3141 West 4700 South, Taylorsville, Utah

We have two seminars each month, generally on the 2nd and 3rd Wednesdays at 6 p.m. (See schedule below).

Meet our Financial Advisors

Come and get your questions answered. Space is limited so reserve your spot by completing the form below or calling Cammie at 801-968-9011. If these dates don’t work for your schedule, you should still call so we can schedule you at a more convenient time.

Complete this form to RSVP Today

Seminar Signup
First

2020 Financial Planning Seminar Schedule - Evening Seminars - $25 Gift Card

Financial Planning Seminars
2020 ScheduleTime
January - 15th and 22nd6:00 p.m.
February - 12th and 19th6:00 p.m.
March - 11th and 17th6:00 p.m.
April - 15th and 22ndCancelled
May - 13th and 20th6:00 p.m.
June - 10th and 17th4:30-5:15 p.m. or 6:00-6:45 p.m.
July - 8th and 15th4:30-5:15 p.m. or 6:00-6:45 p.m.
August - 12th and 19th6:00 p.m.
September - 16th and 23rd6:00 p.m.
October - 14th and 21st6:00 p.m.
November - 18th6:00 p.m.
December - 9th and 16th6:00 p.m.

2020 Financial Planning Seminar Schedule - Morning Seminars - $25 Gift Card

Financial Planning Seminars
2020 ScheduleTime
January - 11th and 18th10:00 a.m.
February - 8th and 15th10:00 a.m.
March - 14th and 21thCancelled
April - 11th and 18thCancelled
May - 9th and 16th10:00 a.m.
June - 6th and 13th9:00 - 10:00 a.m.
July - 18th9:00 - 10:00 a.m.
August - 8th and 15th10:00 a.m.
September - 12th and 19th10:00 a.m.
October - 10th and 17th10:00 a.m.
November - 7th and 14th10:00 a.m.
December - 5th and 12th10:00 a.m.

Footer

Hercules First Federal CU

Mailing Address: P.O. Box 26977, Salt Lake City, UT 84126; CU Main Office: 3141 West 4700 South, Salt Lake City, Utah 84129; 1-801-968-9011   

 

Blue square button with "contact us" link

Blue square button with "our rates" link

Blue square button with "branches and atms" link

Blue square button with "Online Bill Pay" link

Federally Insured

NCUA and Equal Housing Lender Logos

NMLS - #939496

 

Hercules Credit Union BBB Business Review

verified by visa logo

 

Hercules CU Routing #:

324078776

View our Wire Transfer Info

© 2021 Copyright Hercules First Federal Credit Union, All Rights Reserved.  * Annual Percentage Rate. On approved credit. See current rates and terms on the Rates and Disclosure Page. **Annual Percentage Yield. See Privacy Policy and all other Disclosures here.