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Investment Planning

Investment planning

We help to guide you through the dynamic world of investments, helping you build a robust and diversified portfolio* tailored to your financial objectives. Our expertise spans across a wide spectrum of investment opportunities, including stocks, bonds, mutual funds,  ETFs and structured products. We believe in harnessing the power of these traditional investments to create a strong foundation for your financial growth. Moreover, we recognize the importance of staying ahead in a rapidly evolving market, which is why we offer insights into alternative investment options that have the potential to enhance your portfolio's returns and to help to manage risk. Our commitment to transparency and your best interests is reflected in our fee-based accounts, an advisory relationships, helping to  ensure that our performance is aligned with yours. With our team you gain a professional partner dedicated to help maximize your investment potential, harnessing diverse opportunities, and providing you with the confidence needed to navigate the complexities of the investment landscape.

*There is no guarantee that a diversified portfolio will enhance overall returns or out perform a non-diversified portfolio. Diversification does not protect against market risk.


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:

The LPL Financial registered representatives 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 brokerage or advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.