LPL Financial Can Help You Meet Your Financial Challenges!
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
- The Credit Union's brokerage affiliate arrangement with LPL Financial, a Registered Investment Adviser, was created to assist credit union members in meeting all their financial challenges. LPL registered representatives can help you with:
- Retirement planning – design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis – keep you informed on how your investments are performing, and make adjustments as needed
- Estate planning – preserve wealth from generation to generation
- Strategic Asset Management (SAM) – receive fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to mutual funds, individual stocks and bonds
LPL Financial's knowledgeable representatives can help members meet those challenges by using a total wealth management approach. They can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
If this method of meeting your financial needs sounds appealing, LPL Financial representatives welcome the opportunity to hear from you. Just call Chuck Simons at 702-697-8075 (or outside Las Vegas at 1-800-357-9654 x8075), or click here to take you to LPL Financial's web pages.
Securities and Insurance products offered through LPL Financial and its affiliates member FINRA / SIPC
| Not NCUA Insured | No Credit Union Guarantee | May Lose Value |
The LPL Financial registered representative associated with this site may only discuss
and/or transact securities business with residents of the following states:
Nevada
Silver State Schools Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
