Retirement and Investment Services
You now have access to a knowledgeable LPL Financial Advisor at Launch Retirement and Investment Services. Our professional can help develop strategies that effectively address the financial goals and objectives as well as the needs and concerns of our Launch Credit Union members.
We currently offer the following services:
- Retirement Services
- Financial Management
- Investment Management
- Education Planning and Funding
- Insurance Services
Check the background of this investment professional on FINRA’s Brokercheck.
Retirement Services
- Planning Assistance
- Retirement Plan Rollover Services
- Individual Retirement Accounts (IRAs)
- Rollover IRAs
- Roth IRAs
- Spousal IRAs
- Traditional IRAs
Financial Management
- Developing achievable goals
- Creating a savings and investment plan
- Preserving financial freedom
- Building net worth
- Managing wealth
- Creating income from assets
Investment Management
- Comprehensive analysis and financial planning
- Retirement and estate transfer planning
- Legacy planning
- Charitable giving strategies
- Executive services
- Employee stock options
- Restricted/controlled stock sales
Determine Your Investing Style
Education Planning and Funding
- Planning assistance
- Education savings accounts
- 529 savings plans
- Coverdell education savings accounts
- Roth IRAs
Insurance Services
- Disability income
- Life
- Long-term care
*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. Launch Retirement and Investment Professionals are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Launch Retirement and Investment Professionals, and may also be employees of Launch Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Launch Credit Union or Launch Retirement and Investment Professionals. Securities and insurance offered through LPL or its affiliates are:
Launch Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Launch Credit Union for these referrals. This creates an incentive for Launch Credit Union to make these referrals, resulting in a conflict of interest. Launch Credit Union 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.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value