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Wealth Management

Women Invest

Gain confidence for lifestyle events

Like many women, you probably maintain a demanding schedule, drive household purchasing decisions, and still find time to care for your family or other loved ones. With all that responsibility, it’s important to take good care of your own financial future. Thoughtful, objective guidance can help you develop a strategy to work toward helping fortify your retirement and other long-term financial goals so you can live confidently.

In relationships: Engaging you and your partner effectively.

When we advise couples, we focus on building a relationship with both partners. Through face-to-face meetings and ongoing communications, we will collaboratively work with both of you to outline your financial priorities and values, and address your most important issues—as a couple.

In transition: Providing support in times of change.

The only constant in life is change. Whether you are going through a career transition, marriage, separation, divorce, or widowhood, we can help you take control of your financial future and guide you through your unique investment challenges, no matter how overwhelming your situation may seem.

In retirement: Living longer and living better.

Planning for retirement can be worrisome, but it doesn’t have to be. At SAFE Financial Services, we can help you build an investment strategy that allows you to retire confidently. We will help you work to ensure that your income supports your lifestyle and what is most important to you and your loved ones.

In business: Strategies for your growing business.

You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers and stakeholders. We are equally dedicated to the financial well-being of both you and your business. We offer access to quality investment and insurance strategies customized to address the individual needs of businesses of every size and in all stages of development.

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

What's Your Number?

Accurately pinpoint your risk tolerance with a free analysis.

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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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