Investments & Retirement
Whether you’re looking for overall financial guidance, need assistance with a specific goal, or want to create a robust financial plan, our advisors, available through LPL Financial, are here to help. We’ll listen to your needs, review your goals, and make recommendations to get you on the suitable path for retirement, investing, and any other financial goals you may have.
Prepare for Your Future
Don’t get caught off guard, prepare for your future by reaching out to our advisors for assistance with:
- Stocks & Bonds – Individual investments to complement your style.
- Mutual Funds – Investment options suitable for your objectives.
- IRA – Tax favored accounts to prepare for retirement.
- Annuities – To help you save for, and live in retirement.
- Managed Accounts – Professionally managed portfolios to match your needs.
- Long-Term Care Insurance – It’s never too late to prepare.
- Guided Wealth Portfolios – Online investing, personalized for you.
- College Planning – Give your children better opportunities.
Upcoming Webinars
- September 12 – Understanding Your Rollover Options @ 7:00 PM CDT – Sign up
- September 20 – Understanding Medicare @ 7:00 PM CDT – Sign up
- October 10 – The Return of Conservative Investing @ 7:00 PM CDT – Sign Up
- November 1 – Women & Investing @ 7:00 PM CDT – Sign Up
- November 21 – Social Security & Your Retirement @ 7:00 PM CDT – Sign Up
- December 5 – Understanding Your Rollover Options @ 7:00 PM CDT – Sign Up
Your Investments & Retirement Team
Check the background of investments professionals on FINRA’s BrokerCheck.
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. Arkansas Federal Credit Union and Arkansas Federal Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Arkansas Federal Retirement & Investment Services, and may also be employees of Arkansas Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arkansas Federal Credit Union or Arkansas Federal Retirement & Investment Services. 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 |
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.