Estate Planning
We are helping safeguard your legacy and working to ensure that your hard-earned wealth is transferred according to your wishes. Our comprehensive estate planning services encompass a meticulous approach to wealth transfers, working toward making sure that your assets are distributed efficiently and effectively to your chosen beneficiaries. We take pride in providing the expertise and guidance needed to create a comprehensive estate plan that reflects your values, safeguards your legacy, and preserves your family's future.
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. First Service Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of First Service Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First Service Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
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 brokerage or advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.