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About LPL Financial
Retirement Planning
College Planning
Meet Our Representatives
LPL Financial has a proud heritage of helping financial professionals and their clients achieve their personal, professional and financial dreams. Their strength and resources help provide customers with a solid foundation for continued growth.
Where will your retirement take you?

Our Financial Consultants can help you evaluate your retirement and create a plan to assist you in achieving your goals.  Make your retirement dreams a reality.

Have you done your homework on college costs?

Don't let expenses get in the way of your ambitions.  Our Financial Consultants can help you gain the knowledge you need to save wisely for future education needs.
The licensed Financial Consultants at SAFE are ready to assist you with all your investing and planning needs.  Give yourself the power to prosper by scheduling a no-obligation, complimentary appointment today!
Helpful Information

Financial Consultants are registered with and securities and advisory services offered through LPL Financial,
a registered investment advisor, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

SAFE Financial Consultants are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC. Neither SAFE Credit Union nor SAFE Financial Services is a registered broker or dealer.

SAFE Credit Union and SAFE Financial Services are not affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AZ, CA, OR, NV, TX, WA

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