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• Guided Wealth Portfolio

Create a Plan to Address Your Objectives

Whether your goals are simple or complex, to pursue them effectively, you should have a comprehensive financial plan that includes:

• A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
• A retirement plan that will help ensure that you have the income you need for as long as you live
• College and education saving plans that address steadily rising costs
• An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Managing your finances is easier with a professional by your side. As your financial consultant, our mission is to become your partner in striving for financial success — to make a difference for you, your family, and your future.

To start your conversation about financial planning or to learn more about these and other investment options, schedule an appointment.

Meet Your Advisors

Specialties

• Retirement Planning
• College Funding
• Annuities
• Tax Reduction Strategies
• Stock and Bonds
• Life Insurance
• Mutual Funds
• Long Term Care
• 520 College Funds
• Tax Reduction Strategies
• Retirement Income Distribution Strategies
• Pension Review

Credit Union of America ( ”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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

Securities 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. Credit Union of America and CUA Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CUA Retirement and Investment Services, and may also be employees of Credit Union of America. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of America or CUA Retirement and Investment Services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CO, FL, KS, MO, NE, NY, OK, OR, TX, and WA. Securities and insurance offered through LPL or its affiliates are:

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