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Our financial representatives are eager to meet and discuss your goals so we can help you live the life you want.

  • Retirement planning
  • 401Ks and retirement rollovers
  • Education and special savings
  • Investments
  • Long-term Care
  • Life Insurance
  • Income strategies and annuities
  • Estate transfer strategies



 

¹Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Federal Credit Union (WCU) and Investments & Planning Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investments & Planning Solutions, and may also be employees of WCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WCU or Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.