WEALTH MANAGEMENT STRATEGIES FOR EACH STAGE OF YOUR LIFE
Whether you’re planning for your retirement, saving for college tuition, supplementing your current income, or saving to buy a home, PenFed Wealth Management, with investment products and services available through LPL Financial,* can provide strategies for all your wealth management and insurance needs.
Our experienced, full-service financial advisors can provide you with research, education and a variety of investment choices to help you build a customized strategy suited to your needs.
PenFed Wealth Management is offered through LPL Financial*, a broker/dealer focused on serving credit union members.
CONNECT WITH A FINANCIAL PROFESSIONAL
Lifestage Calculators
RETIREMENT
Head towards retirement with self-assurance and with the knowledge you need.
IRA
Stay prepared for the future you want.
COLLEGE
Educate yourself on how to financially plan for an education.
INVESTING
Be informed and invest with confidence.
401K/TSP
Get the most out of your employee plan.
INSURANCE
Know what you need to keep your family financially independent.
*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. PenFed Wealth Management is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. 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 |
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.