ESTATE PLANNING SERVICES
SAFEGUARD YOUR ASSETS AND PRIORITIZE YOUR LEGACY
Have greater confidence knowing your hard-earned assets can be successfully transferred to your children and grandchildren.
ESTATE PLANNING SERVICES
With the professional guidance and support of Silver State Wealth Management, through LPL Financial, we can help you establish a detailed plan that determines who your estate is given to, as well as how and when it is received.
Silver State Wealth Management
To request an appointment with an LPL Investment Advisor Representative, contact us at 702-733-8820.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
EXPLORE OTHER WEALTH MANAGEMENT SERVICES
Retirement Planning
Plan your retirement with experienced guidance.
Asset Management
Receive personalized assistance in making sound financial decisions that match your desires for growth, income, or risk.
Investment Portfolio Analysis
Let the professionals help you manage your investment portfolio.
Estate planning may require tax and/or legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.
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. Silver State Schools Credit Union and Silver State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Silver State Wealth Management, and may also be employees of Silver State Schools Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Silver State Schools Credit Union or Silver State Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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.
Silver State Schools 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 current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
