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Financial Planning

We are committed to providing necessary guidance to provide you with what you need in order to take action. From strategic decisions to understanding what your next steps should be, we’re here to help you with any and all financial processes.

Our Services

At PlanWright Financial, we offer a vast array of services to meet each client’s needs.

About Us

PlanWright Financial was established in 2004 as a wholly-owned subsidiary of Encompass Credit Union. Created in response to our members’ requests for full financial services, PlanWright Financial offers financial planning, investment and insurance services to our members and to the general public.