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Retirement Planning


We give advice based on what's best for your retirement, not our own.

FREE CONSULTATION
Consultant and member discussing retirement options
Live for Today - Plan for Tomorrow

Most people think of retirement as a time to enjoy family and friends, travel the world, and do the things that make you happy. With proper planning and careful management, you have the potential to enjoy the type of financial independence that enables you to do just that. Affinity Investment Services representatives can help you prepare to:


  • Understand your investment alternatives
  • Manage disbursements and transfers
  • Review tax ramifications
  • Schedule your complimentary consultation today and start planning for tomorrow

Senior woman working on her retirement plans with laptop at home
Retirement Plan Options

Choose from a variety of retirement plan options, for your personal and business needs, including:


  • Individual Retirement Accounts (IRAs) & IRA Rollover Services
  • IRA Plans for Small Businesses
  • Defined Benefit Pension Plans
  • 401(k)/Defined Contribution Plans
  • 403(b) Plans
  • 457 Plans

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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.

Affinity Federal Credit Union 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 www.lpl.com/disclosures.