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Wealth Management

Life Stages

Financial well-being starts with a plan

No matter how simple or complex your financial goals may be, your personalized plan should include a:

  • realistic investment strategy with an amount of risk you’re fully comfortable with
  • diversified retirement savings strategy that will help work towards having the income you need throughout your life
  • college saving strategy that addresses steadily rising costs
  • specific estate plan that addresses the effective transfer of wealth to your heirs and charitable organizations

Your LPL Financial Advisor has the tools and experience to help you evaluate your situation and adapt your investment plan, when necessary, as your financial situation evolves.

Women Invest

Learn more about how LPL Financial Advisors can help recognize key lifestyle events and plan for them, today.

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Contact An Advisor

Start planning tomorrow by scheduling an appointment today.

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Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products 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

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC 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. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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