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1. products
2. Planning & Investing
3. Planning & Investing
PLANNING & INVESTING
INVESTING
Buying a second home. Starting your own business. Helping your kids pay for
college. Or simply retiring at a reasonable age and enjoying life to its
fullest.
Whatever goals you have in mind, we can help you pursue them.
HOW IT WORKS
Our financial professionals will identify your goals, evaluate your finances,
and recommend an investment strategy just for you. We offer a variety of
investments to choose from:
* Mutual funds.
* Exchange-Traded Funds (ETFs).
* Fixed and variable annuities.
* Tax-deferred1 investments, including IRAs.
* Stocks and bonds.
Whether you need a review of your current portfolio, or help designing a
financial plan, our financial consultants have the tools and experience to help
you pursue your goals.
You can meet with them as often as you like, without paying a consultation fee.
It's a complimentary benefit of your SchoolsFirst Federal Credit Union
membership.
An essential part of a comprehensive financial plan is safeguarding it. Our
financial professionals can help you choose the right life insurance to protect
your family's financial future while you work toward your goals.
LEARN MORE
LET'S TALK
EMAIL
contact@schoolsfirstfcu.org
ALREADY WORKING WITH A FINANCIAL PROFESSIONAL?
Log in to LPL's account view to manage your investments.
Check the background of investment professionals associated with this site on
FINRA's BrokerCheck.
Disclosures
1. This information is not intended to be a substitute for specific
individualized tax advice. We suggest that you discuss your specific tax
issues with a qualified tax advisor.
The financial professionals with SchoolsFirst Investment Services are registered
representatives with, and securities offered through LPL Financial (LPL), a
registered broker-dealer (member FINRA/SIPC). Insurance products are offered
through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and
SchoolsFirst Investment Services are not registered as a broker-dealer or
investment advisor. Registered representatives of LPL offer products and
services using SchoolsFirst Investment Services and may also be employees of
SchoolsFirst Federal Credit Union. These products and services are being offered
through LPL or its affiliates, which are separate entities from, and not
affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst 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 for more detailed information.
The LPL Financial registered representatives 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.
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Also, its privacy and security policies may be different from ours. Please
review them carefully.
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