Financial Planning

Financial Planning

Planning your financial future can be easy when you have the proper financial resources. LPL Financial, in partnership with TruWest® Credit Union, is here to provide the tools you need to research, plan and work toward building the future you deserve.

Explore our extensive financial planning resources that include market updates, publications and financial news.

Need more guidance? No problem! LPL Financial Advisors are available at TruWest branches throughout Arizona and Texas and are ready to help answer your questions on the spot.

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Our Services

Our Services

We offer the products and services you need to tackle important decisions about your financial future. See what they are and how they can benefit you.

Our Process

Our Process

Working with a financial advisor can seem overwhelming if you don’t know what to expect. We make it easy for you to learn what you can expect during the financial planning process. 

Our Team

Our Team

Meet our team of trusted LPL Financial Advisors and find comfort knowing we have the experience and resources you can count on to pursue the future you want.

Securities and financial planning offered through LPL Financial, a registered investment advisor,
Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 
LPL Disclosure Box
TruWest Credit Union is not a registered broker/dealer, nor an affiliate of LPL Financial Advisory
services offered through LPL Fianncial, a Registered Investment Advisor.

The LPL Financial representative associated with this website may discuss and/or transact
securities business only with residents of the following states: AZ and TX.