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invest in your future
Financial guidance made clearer and more confident. Get guidance from financial professionals as you navigate retirement goals, education savings, insurance needs, and the right mix of investments.
getting started
welcome to United Investment Planning
Saving for your future can be complex. Do you have the right mix of investments for your financial objectives? Will your assets last for your lifetime? Are you saving enough for your child's education? Will you have a secure retirement income? Are your family and your assets sufficiently protected with insurance?
Financial Advisors help United Federal Credit Union members answer these kinds of questions every day. Some people choose to go it alone, but many seek guidance from financial advisors who deal with these issues and more. Gaining the perspective of someone you know can bring comfort and confidence in making some of life's most challenging decisions.
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.