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 ensure you have the income you need throughout your life
  • effective 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 SAFE Wealth 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 SAFE Wealth 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.

Schedule Appointment

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 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
 

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NM, NV, OH, OR, SC, TX, UT, VA, WA, WY.

If you are a federal employee or contractor who has been financially impacted by the partial government shutdown, we are here to help. Please call us at (800) SEE-SAFE during business hours.