You may not think you’re at the stage of life where you need guidance and strategies from a financial professional, but now really is the ideal time. You’re never too young to start customizing a plan, especially if you’re:

• Unsure about how to set financial goals.
• Ready to think about retirement.
• Thinking about changing jobs or relocating.
• Starting to save for a child’s education.
• Interested in learning how to create an investment plan for a specific life goal.

The right tools and conversations can help you navigate questions like these and many more, so reach out to get started.

Schedule your appointment today.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Consumers Credit Union, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union. 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

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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.