Wealth Management

As a member of LA Financial, you can take advantage of retirement planning and investment services through LPL Financial Advisors*.

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Investing

Investing should be easy – just buy low and sell high – but many of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you aim to avoid some of the pitfalls that snare some investors.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. Watch this quick video.

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View Presentation - Money Matters: Your Cash Flow Statement
Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Managing Your Lifestyle
View Presentation - Lifestyle Matters: Managing Your Lifestyle

*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MO, NJ, NV, NY, OR, PA. Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC.

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.

The investment products sold through LPL Financial are not insured LA Financial Federal Credit Union deposits and are not NCUA insured. These products are not obligations of LA Financial Federal Credit Union and are not endorsed, recommended or guaranteed by LA Financial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Check the background of investment professionals associated with this site on Financial Industry Regulatory Authority’s (FINRA) BrokerCheck.