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Financial Planning & Investments – What We Do
For many consumers, the world of investing can be confusing and intimidating. To help shed light on this subject, Visions Federal Credit Union has formed a relationship with LPL Financial to provide access to products and services available, with a focus on common-sense investment strategies. Every investor has his or her own special financial goals and objectives.
Whether planning for a child's education or saving for a secure retirement, an LPL Financial Consultant can give you the professional guidance necessary to develop a strategy suited for your individual needs.
Through Visions Federal Credit Union's relationship with LPL Financial, you have access to knowledgeable financial consultants. These consultants will familiarize themselves with your situation to help you adjust your financial plan to address your goals. They can assist you with the following products and services:
- IRAs & IRA Rollovers
- Life Insurance
- Retirement Planning
- College Savings Plans
- Portfolio Review
- Fixed & Variable Annuities
- Equities & Fixed Income Securities
- Wealth Transfer Strategies
- Business Retirement Plans
*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. Visions Federal Credit Union: not a registered broker/dealer nor affiliated with LPL Financial.
- Not NCUA Insured
- Not Credit Union Guaranteed
- May Lose Value
- Not A Credit Union Obligation
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, MA, NC, NJ, NY, OR, PA, VA, VT.
There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.