Financial Preparedness Services
Unfortunately, many people don’t take the time to address subjects like estate planning, insurance, and budgeting. Luckily, it doesn’t have to be difficult!
Let these recommended financial preparedness services help you take control of your world.
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Take your money further, faster:
- An Annual Percentage Yield (APY) that’s higher than most accounts in the market
- No monthly maintenance fees or balance requirements
- A convenient mobile app
- Named one of the Best High-Interest Checking Accounts of 2020 by NerdWallet
Save more and earn more:
- Earn one of the nation's top rates
- No account opening or maintenance fees
- Daily compounding interest to maximize your earning potential
- Deposit checks and make transfers with the CIT Bank mobile app
Quicken is the gold standard when it comes to personal finance & money management software. It allows you to track your spending, follow your investments, create budgets, and provides in-depth insights into your personal finances. Best of all, it's quick to set up and intuitive to use. I highly recommend Quicken for anyone looking to take control of their finances.
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Get the legal help you need with flat-rate DIY services or attorney advice. Available documents include wills and living trusts, business formation documents, copyright registrations, and trademark applications. LegalZoom’s documents are legally recognized in every state and come with a 100% satisfaction guarantee.
Help protect your family’s future with flat-rate DIY services or attorney advice. Available documents include wills and living trusts, power of attorney, and living wills. LegalZoom’s documents are legally recognized in every state and come with a 100% satisfaction guarantee.