skip to main content
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
preparing for your future
Build a plan for the future you want. Whether you’re saving for retirement, living in retirement, or planning for college, financial professionals can help you create a strategy that supports your long-term goals.
start planning for tomorrow
guidance to help you prepare for life’s biggest goals
Giving your children the best opportunities in life is top of mind for many parents. That means you can never start too early on a serious college savings strategy. But that's just one future financial goal. Living the retirement of your dreams means making your money last. Yet outliving our money is a worry many have. What’s the secret to planning your financial future? Start a goal-oriented savings plan today – and stick with it.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. 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 |
United Federal 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.