Be Ready for the Future
Successful retirement savings starts with the right plan

Retirement Planning

Plan now for your bright future

Funding your retirement won't happen by itself. Our experienced Financial Consultants will help create a strategy that progresses toward your goals while addressing any immediate needs. We'll give you plain-spoken explanations about your options and provide guidance whenever you need it. It's time to take control of your retirement. Here are just a few of the options to consider:

IRA and 401(k) Rollovers

Is your retirement savings working hard enough for you? We'll evaluate your current retirement savings for appropriateness and value.

  • Evaluate your IRAs and other retirement savings
  • Rollover your 401(k) plan from a previous employer
  • Allocate assets to build wealth toward retirement


Annuities are a way to supplement your savings with tax-deferred money.

  • Guaranteed minimum rate of return
  • Interest earned is taxed only when you withdraw it
  • Choose lump sum or recurring income payments

Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing insurance company. Withdrawals made prior to age 59-1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.


Insurance is an important component of any financial plan, providing security for your family if anything happens to you.

Schedule your free consultation with a Financial Consultant today.  Schedule Now

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.