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Financial Planning

Financial Planning

LPL Financial is committed to helping Silver State Schools Credit Union members reach their financial planning goals.

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 Advisor, was created to assist Silver State Schools 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 Advisor. 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.

Chuck Simons
LPL Representative

Learn More

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 state of Nevada. Silver State Schools Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

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