Set Your Sights On Your Future
Discover your options for building wealth

Financial Planning

A personalized financial plan for you


What do you see in your future? If it's financial security for you and your loved ones, we can help realize your vision. Meet with one of our experienced, licensed Financial Consultants for an initial free no-obligation consultation. We'll take the time to understand your goals, time line and risk tolerance, and work on an investment strategy that's right for you. Here are just a few of the options we can provide: 

 

Stocks & Mutual Funds

You have your own unique goals, and your investment portfolio should help you achieve them. We can recommend an appropriate mix of stocks, bonds and mutual funds to address your short- and long-term investment goals.

  • Provide quotes on stock market prices
  • Place trades for stocks, bonds and ETFs or buy mutual funds
  • Options and margin trading also available
  • Use your FPCU account to settle your transactions automatically
  • Get experienced advice on every transaction

Estate Planning and Trusts

Estate plans aren't just for millionaires. It's never too early to begin thinking about your legacy or to shape your estate plan.

  • Aim to grow and preserve your wealth for heirs, no matter your asset level
  • Preserve estate value and minimize the administrative burden on family and heirs
  • Access asset-specific analysis and planning
  • Reduce tax implications 

Personal Asset Management

Whether you're an experienced investor who can't devote the time you'd like to your portfolio or someone who wants to leave investment decisions to professionals, we can help.

  • Investment programs tailored to you
  • Create a tax-efficient investment strategy
  • Actively manage and rebalance your portfolio
  • We can make buy, sell and hold decisions for you
  • Receive progress reports to track performance 

We suggest you discuss your specific tax issues with a qualified tax advisor.



Schedule your free consultation with a Financial Consultant today.  Make an Appointment

Not NCUA Insured
No Credit Union Guarantee
May Lose Value


Check the background of this firm on FINRA's BrokerCheck

Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.