The professionals at LA Financial Investment Planning and Havasu Community Investment Planning offer personalized service and sound advice tailored to your individual needs and goals, creating a customized plan to help you work towards them. So let’s talk about your personal investing options to help build a better financial future, together.
Here are some services we can help you consider:
- Financial analysis of your unique needs and goals
- Investment strategizing to help select a plan that’s suitable for you
- Retirement planning including IRAs, Annuities, and Pension Plans
- College planning to develop the right plan for you or your child’s future
- Estate planning and wealth transfer
- Protecting assets through life, disability, and long-term care insurance
- Business planning including SEP, 401(k), Solo(k), and more
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Personal Investment Planning
Whatever stage of life you're in, investment planning offers a comprehensive evaluation of your current and future financial position. With a professionally managed portfolio, you can match your financial planning needs to the right saving strategy.
Consistent savings over time, with the right long-term investments can seek growth potential to last through retirement. The best retirement is about getting the most out of your Social Security, and understanding your options with any potential pension plans, 401(k) plans and IRAs. Our investment planning advisor will help you navigate the whole process from start to finish.
As costs rise, smart financial planning for higher education becomes more important. With early saving, you can get ahead of tuition and fees, and reduce the need for student loans. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.
Ensuring assets are passed to beneficiaries with maximum privacy and minimum taxes is a loving thing to do. A million dollar estate is not needed to benefit from estate planning. A Personal Finance Advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and dealer-broker (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LA Financial Credit Union, LA Financial Investment Planning, and Havasu Community Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LA Financial or Havasu Community Investment Planning, and may also be employees of LA Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LA Financial Credit Union, LA Financial Investment Planning, or Havasu Community Investment Planning. Securities and insurance offered through LPL or its affiliates are:
|Not insured by the NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.