Investment Services and Retirement Programs

Business Investment Services and Retirement Programs

Financial Advisors Without Agendas

Through Affinity Investment Services, the investment and insurance arm of our credit union, we help you develop customized solutions for your business needs.

As an Affinity business member, you have access to a dedicated team of investment and insurance professionals, supported by the full resources of Affinity Federal Credit Union. You’ll benefit from objective advice, competitive pricing and informational resources, such as newsletters, employee seminars and webinar events.

Financial Planning for Your Business

Affinity Investment Services offers a broad range of products and services for your business needs. From succession planning to providing guidance on retirement programs for your valued employees, our licensed Financial Advisors are here to help:

  • Assist with your employee benefits package, including retirement plans and group life and health insurance.
  • Help you create an investment portfolio based on your company’s liquidity needs and longer term goals.
  • Work with you to develop asset protection strategies and a business succession plan.
  • Provide educational workshops for your employees on retirement planning, college planning and life insurance.

Request information

Retirement Programs

Attract and retain skilled employees with a retirement program that your business can afford. Your Financial Advisor can also review an existing retirement program and provide education and guidance to you and your employees.

  • 401(k) Plans
  • 403(b) Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Employee Stock Ownership Plans (ESOP)
  • Section 79 Plans
  • 412(i) Plans

Schedule A Complimentary Consultation

1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.