Investment Services & Financial Planning
Designing individualized financial goals and guidance
Planning for the future isn't always easy. The LPL Financial (LPL) Advisors at Consumers Investment Services can work with you to develop a strategy that will help you work toward your goals, such as saving for retirement or a child's education.
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Retirement Planning
Build a plan so you can retire with confidence for what’s ahead!
Learn MoreFamily Planning/Education Planning
Explore strategies to save and invest in your kids future!
Learn MoreInsurance Solutions/Long Term Care
Help protect your family, assets, and future care needs with insurance and long-term care strategies.
Learn MoreOld 401k/ Rollover/ Changing Jobs
We’ll help you review your options when changing jobs or managing an old retirement plan!
Learn MoreTax Efficient Investing
Invest with tax impact in mind!
Learn MoreGeneral Investing/ Investment Planning
Align your portfolio with your goals, timeline, and risk in mind!
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Our comprehensive calculators can help you make smarter, more-informed decisions.
*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. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, 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 or Consumers Investment Services. Securities and insurance offered through LPL or its affiliates are:
Consumers 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 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.
