Our Financial Planning Services

Tackle important decisions about your finances and future with confidence. LPL Financial Advisors, who are located at TruWest® Credit Union branches, are here to assist you with planning your retirement, saving for your children’s education and more. Check out the products and services our team can provide to help shape your future.

Retirement Planning

Planning for life after your career involves early preparation. Investing in a 401(k) provides a great starting point, but there’s more to saving for retirement. Do you know all your options? LPL Financial Advisors provide education on Individual Retirement Accounts (IRAs), Roth IRAs, 401(k)s and 403(b) plans, including how to manage these accounts so you can make the most of your retirement funds.

Wealth Management

When allocating your assets, understanding your risk tolerance and investment opportunities as well as knowing how each can affect your overall financial plan is vital to the performance of your portfolio. So whether you need assistance with mutual funds, trust services or managing your financial portfolio, an LPL Financial Advisor can help you make smart investment decisions.

College Planning

Preparing for your children’s education – or even your own – can be a daunting task, but it’s easier when you plan ahead and know what opportunities are available to help you save—such as a 529 plan. Help alleviate the stress of paying for a college education by visiting with an LPL Financial Advisor to determine how you can plan for a promising future.

Estate Planning

An effective estate plan can help preserve your wealth to care for your beneficiaries. With the help of a knowledgeable LPL Financial Advisor to guide you through wills and trusts, you can minimize transfer costs, ensure payment of expenses following your passing and continue to care for your family.

Insurance Services

While health insurance assists with medical expenses such as annual check-ups, prescription medicines and doctor visits, life and long-term care insurance provides extended coverage that can help protect your home, replace lost income, fund your children’s education and more. Meet with an LPL Financial Advisor to find out what insurance options you have to help maintain the well-being of you and your family.

Securities offered through LPL Financial, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruWest Credit Union is not a registered broker/dealer nor affiliated with LPL Financial.
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The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA