BALANCE Financial Education
The financial decisions you make today, such as auto and home purchases, credit cards, saving for retirement and more, will have a long-term impact on your life.
At Southwest Financial, we want to empower you to manage your financial future, so we have partnered with industry leading BALANCE to provide you free access to financial educational resources.
BALANCE can assist with confidential, no-cost financial counseling services and offer educational videos, articles, tool-kits, newsletters, and much more. These services are offered as a guide to help you develop a sensible budget, manage spending, and decrease overall debt.
Save to Win
Save Money While Earning Chances to Win Cash Prizes!
At Southwest Financial, we care about your financial stability and want to reward you for saving more of your hard-earned money.
With Save to Win, you can:
Open a 12-month share certificate account and earn a higher dividend rate
Increase your savings with unlimited number of deposits
Be entered into monthly and quarterly cash drawings
Monthly – 2 winners for $100 each
Quarterly – 1 winner for $250
Here’s how it works:
You receive one entry into monthly and quarterly prize drawings for every $25 you deposit into your Save to Win account.
You may receive a maximum of 10 entries per month or up to $250 deposit.
Don’t stop saving, there is no limit on how much you can save!
The Save to Win account is geared toward helping you develop good savings habits.
Open your account online today or talk to a Member Loyalty Representative to open your Save to Win Account and start saving today!
*CD automatically renews for 12 months on January 1st of each year. There is a 10 day grace period to take money out with no penalty from January 1st – 10th of each calendar year. Each withdrawal costs $25. The second withdrawal in a 12 month period will close the account for a minimum of 3 months. If you wish to re-open the account after the 3 month waiting period, you will need to complete a new application.
Mighty Maxx CD
The Mighty Maxx CD is a great way for members to grow their money to the maxx!
The minimum amount to open this CD is $1,000 with the maximum capped at $50,000. Members are allowed only one Mighty Maxx CD per member number. The CD term is for 25 months with a 3% APY*. This CD will renew for 12 months at the current APY for that period.
This is a limited CD promotion that can end at any time, so don’t wait to maxximize your cash!
*APY = Annual Percentage Yield. CD promotion is for Share Certificates only and does not include IRACDs. A penalty fee of 180 days dividends (earned or unearned) will apply for early withdrawal.