Financial Planning & Retirement Complimentary financial planning and investment guidance for members
"Why Our Financial Planning Program Is So Special"
Let's Plan For a Bright Future, Together
Our resident financial advisor, Joshua Keyes, can provide you with everything from in-depth financial guidance and financial goal setting to even simply a second opinion on the state of your finances.
Members enjoy complimentary, no-obligation financial planning with Josh, no matter if you have $500 or $5,000 to invest. Ask our representative to help you create a personal financial plan that best fits your life so that you can retire sooner and with confidence.
Protect yourself and the ones you love from an unexpected death or illness—even from living longer than expected. The Financial Planning & Retirement program lets you discover your options for life insurance, long term care insurance and annuities so that the money is there for you and your family when times get tough.
Reach retirement sooner with the right investment strategy. From IRAs and mutual funds to managed accounts and stocks & bonds, we encourage you to work with the program representative so that you’re pursuing an appropriate financial strategy with your money.
How soon can you retire? And how can you make your money last while living in retirement? With online tools and in-person guidance, you can know how much money you need for retirement and how you can live comfortably on your savings.
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. 121 Financial Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of PL offer products and services using LPL , and may also be employees of 121 Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of 121 Financial Credit Union. 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
Standard enhanced Institution Services disclosure for individuals who are brokerage registered but not IAR registered.
121 Financial Credit Union ("Financial Institution) provides referrals to financial professionals of LPL Financial LLC ("LPL") 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. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/dislcosures/is-lpl-relationship-dislosure.html for more detailed information.