You don’t need a fortune to start planning for one.

Maybe you’re finally ready to start investing. Maybe your old 401(k) has followed you through multiple jobs. Or maybe retirement is getting close enough that “someday” suddenly has a date attached to it.

Wherever you are, the team at Financial Center Investment & Retirement Services is here to help you make sense of your options and build a strategy around the life you want to live.

There’s a lot of life to plan for.

Your money has a lot of jobs to do. There’s today to enjoy, tomorrow to prepare for, and plenty of big plans somewhere in between. At Financial Center Investment & Retirement Services, we’ll help you put a plan behind all of it, including:

Investing & Wealth Management

Put your money to work with an investment strategy built around your goals, timeline, and comfort with risk.

  • Stocks, bonds, and mutual funds
  • Annuities and certificates of deposit
  • Portfolio and investment management
  • Asset allocation and diversification
  • Ongoing investment strategy and reviews

Retirement Planning

Whether retirement is decades away or the date's circled on the calendar, make a plan for getting there – and making the most of the years that follow.

  • Traditional and Roth IRAs
  • 401(k) planning and rollovers
  • Pension and Social Security considerations
  • Retirement income and distribution planning
  • Long-term retirement investment strategies

Life, Family & Legacy Planning

Some goals are bigger than you. Plan for the people you love, the milestones ahead, and what you hope to leave behind.

  • College and education planning
  • Life and long-term care insurance
  • Estate and inheritance planning
  • Wealth transfer strategies
  • Trust and legacy planning

Business & Executive Planning

When business and personal finances overlap, get guidance that considers both sides of the equation.

  • 401(k) and business retirement plans
  • Executive retirement planning
  • Key-person and buy/sell insurance strategies
  • Deferred compensation strategies
  • Business succession planning

Wherever you are, you can start here.

You don’t need to reach a certain age, account balance, or life milestone before talking with an advisor. People often come to us when they are:

  • Just getting started and want to understand options
  • Building momentum and wondering how to diversify savings
  • Going through a life change and wanting a plan that makes sense
  • Planning ahead for retirement, family, a legacy, or whatever comes next

There are no minimums, and we don’t expect you to walk in knowing what you need. That’s what we’re here for! Bring your questions, your goals, or just your curiosity – and let’s talk.

It’s okay to double-check the plan.

Already have a savings strategy? A fresh perspective can help you see what’s working, ask a few new questions, and feel more confident about where you’re headed. Bring your current plan in for a quick second look.

Matthew Tielker, CRPC®

LPL Financial Advisor
Financial Center Investment & Retirement Services

April Wood

LPL Financial Advisor
Financial Center Investment & Retirement Services

Emily Flores

Investment Coordinator

It’s okay to double-check the plan.

Already have a savings strategy? A fresh perspective can help you see what’s working, ask a few new questions, and feel more confident about where you’re headed. Bring your current plan in for a quick second look.

Request Additional Information.

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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. Financial Center First Credit Union and Financial Center Investments & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Financial Center Investments & Retirement Services, and may also be employees of Financial Center First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Financial Center First Credit Union or Financial Center Investments & Retirement Services Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial Representative(s) associated with this webpage may discuss and/or transact business only with residents of the stated in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.