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Christian Community Credit Union partners with 49 Financial to offer revolutionary financial planning services to members

SAN DIMAS, CA (October 28, 2020) — After a competitive process and rigorous evaluation, Christian Community Credit Union has chosen 49 Financial to offer investment and financial planning services to its members. 49 Financial is a firm founded on Biblical values and takes its name from Ecclesiastes 4:9, which says, “Two are better than one, for they receive a greater return for their labor.”

“We are excited to partner with the team at 49 Financial to help our members get peace of mind with their financial future,” said Blair Korschun, Christian Community Credit Union’s CEO. “Encouraging our members to become better stewards of their finances is at the heart of everything we do. 49 Financial’s holistic, Biblically-informed, team-based, financial services model fits right in with that mission.”
49 Financial aims to revolutionize the financial services industry through their core values of conviction, gratitude, loyalty, integrity, and teamwork. According to Travis Penfield, 49 Financial Founder and CEO, at least two planners will be present in every meeting with members, and an investment specialist will work behind the scenes. Through this unique business model, Christian Community Credit Union members can expect the following:
  • Heightened accountability since a team works on every account
  • Broader base of expertise through teamwork between planner
  • Better member service as planners work with the same members and get to know them
  • Relationship building as planners walk with members through life’s milestones
“We meet with our clients at least four times a year. We walk with them through the ups and downs, marriages and births, businesses and job changes, and everything else. And, we adjust the financial plan along the way. This creates a unique form of community with our clients that we treasure,” added Penfield.
49 Financial’s services will be available to Christian Community Credit Union members on Nov. 17, 2020. For more information about 49 Financial’s services to individuals, churches, and ministries, please visit myCCCU.com/49Financial or call 972.850.6661.

About Christian Community Credit Union

Christian Community Credit Union has over $800 million in assets and over 30,000 members nationwide. For over 64 years, the Credit Union has served as a purpose-driven financial partner of Christian ministries, churches, and their members.

About 49 Finacial

49 Financial is a comprehensive financial planning organization that offers full-service investment, insurance, and financial planning solutions. They have offices in Austin, Dallas, and Houston, TX, as well as in Atlanta, GA.

Contacts

Hope C. Smith
626.915.7551, ext. 6233 | HopeSmith@myCCCU.com

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