Loading…
When you start looking at money management in terms of life's moments and milestones, a thoughtful financial strategy makes even more sense. We have a number of options to help you plan for what's next, and our experienced wealth advisors are ready to help you get started.
We have partnered with LPL Financial, an organization of independent financial advisors and the largest independent broker-dealer in the nation, as reported by Financial Planning magazine, June 1996-2021, based on total revenue. Together, we are committed to helping you pursue financial independence, a successful retirement and a lasting legacy. Members 1st Investment Services & Wealth Management is focused on getting to know you and understanding your personal needs so that we can create a customized wealth management strategy aligned with your short- and long-term objectives.
Investing can be a tricky game to play, but we'll work with you to identify your needs, create a personalized strategy, and monitor your portfolio's performance to help you stay on track.
Whether you've just landed your first job or you're in the home stretch of your career, now is a good time to plan for your retirement. Our wealth advisors are here to help.
Looking to protect your legacy? A sound estate strategy offers numerous advantages during your lifetime, while also putting you in control of how your assets are managed after you're gone.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
How much do I need to save for retirement?
Save as much as you can and start saving early. You'll want to give your money time to grow. As pension plans become a thing of the past, it's important to take advantage of your employer's 401k and other options to help you build your nest egg.
I don't much about investing. How can Members 1st Investment Services and Wealth Management help?
Our wealth advisors can help you identify your needs and implement a personalized financial strategy based on your lifestyle goals. We can also help monitor your savings to keep you on track. You don't need to be an investment wizard to get started. We can guide you.
When is the best time to create an estate plan?
Effective estate management lets you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can address your healthcare wishes and ensure that they're carried out—even if you are unable to communicate. A plan can even designate someone to manage your financial affairs should you be unable to do so. Meeting with a wealth advisor early in your career can help you design a personalized strategy for both short- and long-term goals.
What are the advantages of creating a will?
While no one likes to talk about death, there will come a day when the inevitable will happen. Having a will defines who will get your property when you pass. Without a will (or another plan such as a living trust), state laws will determine property distribution. Having a will keeps you in charge.
Making an investment strategy tailored to your needs means getting to know you first. So, we’ll pair you with a local advisor to discuss your goals and options.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA (opens in a new tab)/SIPC (opens in a new tab)). Insurance products are offered through LPL or its licensed affiliates. Members 1st Federal Credit Union and Members 1st Investment Services and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members 1st Investment Services and Wealth Management, and may also be employees of Members 1st Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Members 1st Federal Credit Union or Members 1st Investment Services and Wealth Management. 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 |
The LPL Financial registered representatives 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 brokerage or advisory services.
Please visit lpl.com (opens in a new tab) for more detailed information.
