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Woman going over her financial plan with a consultant Woman going over her financial plan with a consultant

Build the foundation of your financial future.


Develop Your Personal Financial Plan

A well thought out financial plan is the foundation to work towards financial success. No matter what stage of life you are in, Affinity Investment Services representatives can help you to develop a plan that is aligned with your life goals.

Our Financial Consultants will work with you to develop strategies for:
Investment Planning & Diversification
Portfolio Management & Review
Retirement & Estate Planning
Education Planning & Gifting to Children
Insurance strategies that seek to protect you and your family

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. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. 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

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.

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