LPL Investments
Linsco/Private Ledger 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 Linsco/Private Ledger (LPL*), a Registered Investment Adviser, was created to assist credit union members meet all their financial challenges. LPL registered representative can help you with:
- Retirement planning - design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - keep 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 Linsco/Private Ledger, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds
LPL'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 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's web pages.
* Investments offered through Linsco/Private Ledger, Member NASD/SIPC, are not FDIC, NCUA or ASI insured. Investments are not guaranteed by Linsco/Private Ledger or the Credit Union. Upon sale, investments may involve loss of principal.
Linsco/Private Ledger is not affiliated with the Credit Union.
