Our Services
Whether you’re focused on saving for a great vacation, achieving retirement goals or something in between, sound financial planning is key to your success. But even when you’re committed to making the most of your financial potential, starting or staying the course with the discipline of a plan can be daunting.
The PenFed Wealth Management program is offered through LPL Financial*. Set up a no-obligation appointment today to start the conversation.
Retirement Income Planning
Whether you’ve started to save for retirement but worry about your progress, or haven’t yet started to plan, a LPL Advisor will offer personalized guidance based on your goals, timing and risk tolerance. We’ll provide the support to help you feel confident you’ll be able to enjoy the retirement you imagine.
Education Planning
Starting early and utilizing tax benefits can help you succeed in saving for a child’s or grandchild’s college, graduate education or even private school. Take advantage of the LPL Advisors’ knowledge and experience to design a savings plan that will help you give a gift that can be remembered for a lifetime.
Financial Planning
Financial planning is about helping you do better in setting goals and pursuing your dreams, whether that’s buying a house, starting a business or helping your children. Whether you’re an experienced investor or new to managing your finances, a LPL Advisor can get you closer to making your dreams come true.
Life Insurance
Insurance is designed to deliver peace of mind – to you, and to those you love. A LPL Advisor can help you decide what you need to provide your family with independence and stability when it matters most.
Business Services
Running a company demands both professional and personal commitment, and business decisions often affect personal finances. So, a professional point of view on how to balance the needs and value of both can help you both protect and make the most of your potential. A LPL Advisor can assist you with business insurance, financial advice and other business services.
Simplifying Investing
Managing your financial potential can be stressful. To streamline your finances, consider consolidating your financial planning and investing at PenFed Wealth Management. You’ll always know who to call, and you can be confident a LPL Advisor will bring experience and a holistic view of your needs to deliver support that helps you make the most of your potential.
*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 Credit Union and PenFed Wealth Management are 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.
The LPL Financial Registered Representative(s) associated with this site may only 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.
Your Credit Union (“Financial Institution”) 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.