• 1Q22 Vision

    A Shared Vision for the Future

    Western Healthcare FCU + McKesson EFCU

    Learn More about shopping for pre-owned vehicles

  • 1Q22 TurboTax

    Tax Solutions

    And Savings for Members

    Learn More about shopping for pre-owned vehicles

  • 4Q21 Auto Loans

    Save More Shopping
    Pre-Owned Vehicles

    Rates as low as 2.29% APR*

    Learn More about shopping for pre-owned vehicles

  • 3Q21 Real Estate

    Find a Mortgage Loan That Works For You!

    Find the Right Home Loan with Your Credit Union

    Learn More about home loans

  • 1Q21 Visa

    Save More

    With Platinum Visa Credit Cards from WHFCU

    Learn More about Platinum Visa credit cards

  • 3Q21 HELOC

    Achieve Your Dream Vision

    With a Home Equity Line of Credit

    Learn More about home equity lines

Welcome McKesson Employees' FCU

The Board of Directors and Executive Management of WHFCU are pleased to welcome the members of McKesson Employees’ Federal Credit Union into the WHFCU Family.

McKesson Employees’ FCU members will receive the same excellent personal service that all WHFCU members receive. Likewise, the Executive Management looks forward to offering the combined membership even greater conveniences and offer a more comprehensive portfolio of financial products to better serve members today and in the future.

This is a significant milestone in WHFCU’s history, and we are extremely fortunate to have found a like-minded credit union that shares the same passion for service to its members. There are many benefits our united organization will bring you. The financial strength of both organizations and shared member focus will create an even stronger credit union, ensuring we have more resources to positively impact the lives of our members, employees, and community.

Our Legacy
Unlike bank mergers designed to make money for stockholders, this exciting opportunity will enhance the value of your credit union membership. Both credit unions have a strong service legacy which will serve as the foundation for future development of products and services. Next time you come into the branch you’ll be greeted by even more smiling faces!

Our Shared Vision
Our plan in strategically integrating our two healthy credit unions is to deliver our members higher-value solutions with enhanced technologies and operating efficiencies. Be assured, we are working very hard to make this process as seamless as possible for our members.

More information regarding the merger and possible changes can be found on our website at whfcu.org/mckesson.

Estate, Retirement, and Inheritance Planning Services

This past year introduced some extraordinary challenges very few people would have anticipated in a lifetime. The arrival of COVID-19 in the states quickly took root and devastated our livelihood, endangered our wellness, finances, and way of life.

The impact of COVID-19 is far-reaching and deep, including stories here at the credit union of the financial turmoil suffered by families who were forced to deplete their retirement savings, and those of lost loved ones who were unprepared to leave their financial legacy behind leaving it to the court system to sort out.

Helping our members with estate, retirement and Inheritance planning matters are Samra Nelson, president of Living Trust Educators, and former WHFCU vice president, and her husband, Craig Nelson, founder and media educator with CU Plan.

Unlike a traditional investment advisor, Craig specializes in educating and informing members regarding the many unknown and exceedingly important pitfalls they will likely suffer in their retirement years. He challenges them to discover for themselves the best, most suitable planning tools that will help them achieve their long-term goals and objectives. Craig has worked in the greater credit union industry since in 1986 and has spent many years as an educator, both to his fellow financial professionals, and also to members of credit unions throughout California.

Samra is president of Living Trust Educators with CU PLAN, a registered, bonded and certified Legal Document Assistance Corporation. She partners with certified estate planning attorneys throughout the U.S. offering members a comprehensive review of their estate and legacy planning needs that could potentially save their family thousands in probate fees and excessive taxation. Samra’s extensive review is offered without fees and full estate plans are offered at approximately half of the typical cost of an attorney! Samra has been working in the credit union industry for more than 22 years.

We certainly hope you will find great value in what they offer and schedule time to meet with them to further discuss your financial future. They can be reached directly at (925) 524-5000, option 8.

craigvnelson

Craig Nelson, CA LIC. #0A30864

samra nelson

Samra Nelson, LDA #287

Financial Planning

Tony DelumenTo members who are interested in supplemental financial planning, we suggest contacting Tony Delumen of MassMutual Northern California. Tony is a financial planner who has served thousands of credit union members, including members of WHFCU, for more than 22 years with strategic financial planning services.

Tony and his team will help protect you and your family through life's many changing events and prepare for the unexpected, taking you step-by-step through the uncertainties of planning your financial future. He offers a wide range of flexible strategic products designed to help with your unique financial profile.

Schedule an appointment to learn how he can help you and your family. Tony can be reached by calling the credit union directly at (925) 524-5000, option 9.

Tony Delumen, CLTC
Financial Services Professional
MassMutual Northern California
CA Insurance License # 0D47382

NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION. NOT FDIC OR NCUA-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE.

Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382

CRN202304-280920