Investment Planning
You have to plan. Just tell us what your goals are and we'll work with you to pursue them. Along with LPL Financial*, we can help you invest for your child's college education or save for a comfortable retirement for yourself. Our Financial Consultant would like to meet you and get to know you. Once she finds out a little about you, she can help you with any of the following: 1. Review your current investments, assess them in light of your financial goals, and help you align the two.
2. Assist you in creating a portfolio that reflects your investment objectives and risk tolerance.
3. Help you plan for retirement.
4. Give you information on tax-deferred savings plans.
5. Complete an insurance analysis. We want you to reach your financial goals and we've got the tools and knowledge to help you to do just that. To get more information about our Investment Planning Services or to contact Jonna directly, click here. *Securities and insurance products offered through LPL Financial and its affiliates, member FINRA / SIPC, branch address: 601 W. Mallon, Spokane, WA. Spokane Federal Credit Union is not a registered broker/dealer and is not affilaited with LPL Financial. Investments and insurance products: Not NCUA Insured.| Not FDIC Insured | No Bank Guarantee | May Lose Value | | Not a Deposit | Not Insured by any Federal Government Agency | |
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, ID, MT, NV, OR, WA. |
