We’ve partnered with I.D.E.A.L Financial Services so we may provide you financial planning and investment advisory services by Jeffrey L. Witt, CFP®. Services* include;
- Investment Strategies
- Cash Flow Management
- Risk Management
- Business Planning
- Tax-deferred Investing/Tax Strategies
- Education Funding
- Retirement Planning
- Estate Planning
I.D.E.A.L Financial Services offers access to a complete range of investment products and services through LPL Financial, a Registered Broker/Dealer, Member FINRA/SIPC with headquarters in Boston, Charlotte, and San Diego. The products offered through LPL Financial are provided by many of the nation`s leading investment and insurance companies, who must meet LPL Financial’s stringent standards for quality.
The range of available investment products includes Individual Retirement Accounts (IRAs), Keoghs, and other types of retirement accounts; mutual funds; variable and fixed annuities; stocks and bonds; unit investment trusts; real estate investment trusts; life and health insurance products; college funding vehicles; custodial accounts; and full service brokerage accounts.
Whatever your particular concerns may be–whether they include investment and tax strategies for you or your business, college or private school funding, life insurance needs, striving to ensure financially independent retirement years, setting up your estate according to your wishes, or other factors pertaining to your unique situation–I.D.E.A.L. Financial will work with you to lay the groundwork for your future, and we`ll be there with you to continually recommend and monitor the investment strategies and vehicles that suit your personal goals and desires.
The Products offered:
Are not federally insured
Are not obligations of the Credit Union
Are not guaranteed by the Credit Union
Involve investment risk
If applicable, are being offered by a dual employee who accepts deposits on behalf of the Credit Union and also sells non-deposit investment products on behalf of a third-party broker