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It All Starts With a Great Plan.


The BrightLeaf Mission
Give credit unions the ability to help middle Americans create, and implement, a reliable financial plan that will help them improve their current financial situation and reach their long-term goals.

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Background
BrightLeaf Financial Network is a CUSO that was formed by Members Development Company (MDC) and a group of its credit union member-owners. BrightLeaf was formed because MDC's member-owners were looking for a better way to serve members who needed financial advice but were not yet at a financial life stage that made them attractive to investment platform reps. These credit unions also wanted a way to increase their credibility with members as a trusted source of "wealth accumulation" counsel.

"BrightLeaf understood our people, HR and IT needs and we wanted a provider who was developing their solutions as fast as we're working to serve our members."

- CEO
Credit Union in Santa Ana, CA

   







• Learn more about BrightLeaf's     solutions

• Watch a live demo of BrightLeaf's     tools

• Ask questions and see case     studies

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Find the right financial planning solution that's right for your credit union

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