Retirement & Investing Resources
Financial Planning Resources
What is financial planning?
Financial planning can be a better approach to getting qualified financial advice. The process involves taking a holistic view of your finances, including a full understanding of your values, financial objectives, and main concerns, which will guide financial recommendations.
Financial Planning will address:
- Where is my money, where is it going, and is it in the right places?
- How much should I be saving to meet my objectives, and where?
- Am I prepared for unanticipated risk?
- Am I on track to meet my financial objectives?
- What can I do to improve my financial future?
A representative of MEMBERS Financial Services serving Associated Credit Union members is available to help partner and guide you through the financial planning process. Click here to get something started today.
Check the background of investment professionals associated with this site on BrokerCheck.
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. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. 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 |
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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
