Retirement planning

No matter what life stage you’re in, we’re here to work with you on a comprehensive financial analysis and retirement plan. That way, you can focus on what you want to do in retirement instead of how you’re going to pay for it.

Manage your investments

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ESG allocations1

ESG (environment, social, governance) investments let you align your portfolio with your values. We carefully screen each asset to ensure it positively impacts the environment and society while making responsible governance choices.

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Mutual funds2

A mutual fund is like a basket that holds a mix of different investments, such as stocks, bonds, and other assets. It’s an easy way to invest in a variety of options all at once.

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Traditional securities

If you want to invest directly in specific companies through traditional stocks or bonds, we’ve got you covered. We’ll help set up a brokerage account for you and handle all the buying and selling on your behalf.

Plan for retirement

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Annuities2

Annuities are a tax-deferred investment often used for retirement. You can open an account with a lump sum or make payments over time. In return, the annuity can provide you with a steady income stream during your retirement.

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IRAs

An individual retirement account or IRA is a special savings account just for your retirement. There are different types of IRAs, with Roth IRAs and traditional IRAs being the most popular options.

Take care of your family

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Trust Accounts

A trust account is set up by one person to benefit someone else and is managed by a trustee according to specific terms. For instance, a parent might create a trust for their child, deciding when the child can start accessing the money and how much they can withdraw at a time.

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Long-Term Care Insurance

As we age and our health needs change, long-term medical and social services may become necessary. Insurance can help cover the costs of this long-term care, providing peace of mind for the future.

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College savings

College savings plans are specifically designed to help you save for higher education costs. They offer a great way to set aside money while also taking advantage of tax benefits and financial aid opportunities.

You might also be interested in:

IRAs

Individual Retirement Accounts (IRAs) can give you greater financial stability. With tax-advantage options for every life stage, they help pave the way to a comfortable retirement.
Learn more

Financial Health Advice

Check out the different resources available to help our members with their financial planning and money management.

Learn more
Get started today

Set up a consultation.

We’re here to help guide you through all of life’s financial pit stops. Schedule a consultation with a certified financial advisor to get started.

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Disclosures

1.

  • ESG investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

2.

  • Mutual Funds and Variable Annuities are sold by prospectus only. Contact a financial advisor to obtain a prospectus. Read it carefully before investing.

    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. EastRise and EastRise Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using EastRise Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, EastRise or EastRise Wealth Management. Securities and insurance offered through LPL or its affiliates are:

    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.

    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 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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