Christian Community Credit Union Partners with 49 Financial to Offer Revolutionary Financial Planning Services to Members
Blair Korschun, Christian Community Credit Union CEO (top), and Travis Penfield, 49 Financial Founder and CEO (bottom) share a virtual thumbs-up to celebrate the Credit Union’s partnership with 49 Financial to offer financial planning services to members of Christian Community Credit Union.
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 milestone
“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.
Christian Community Credit Union has $760 million in assets and over 30,000 members nationwide. For over 63 years, the Credit Union has served as a financial partner of Christian ministries, churches, and their members.
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.
View a video on the partnership announcement between Christian Community Credit Union and 49 Financial.
Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. 49 Financial and Thrivent Advisor Network, LLC are not affiliated companies. Please visit 49FinancialGroup.com for important disclosures. Not NCUA Insured – No Credit Union guarantees – May Lose Value. 49 Financial and its representatives do not provide tax or legal advice; therefore, it’s important to coordinate with your tax or legal advisor regarding your specific situation.