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 Happy Couple in RetirementHave You Asked Yourself These Questions?

Have you recently inherited money and need help understanding your options? Have you recently changed jobs and want to know your retirement plan options? Are you looking for ways to potentially increase your income to help keep up with expenses?

You might have asked yourself many other questions that our LPL* Financial Advisors may be able to help you answer. Consider this list of Frequently Asked Questions. If you can answer any with a "Yes,"consider making a complimentary appointment today!

The LPL Financial Advisors at Bay Federal Credit Union are available to help you construct a savings plan that you can feel good about — one that's affordable and sustainable. For those who are close to or already in retirement, Emily Quatman, Sam Solgan, or Bennett Bilgere can review your income needs, align investments to help meet those needs, and even review your post-retirement income requirements.

What We Offer:

  • Complimentary, no-obligation initial consultation with an LPL Financial Advisor
  • Investments in a robust selection of mutual funds, stocks, bonds, and other securities
  • Management of retirement plans, 401(k), 403(b), and 457 transition assistance, and IRAs
  • Income and inheritance management
  • Fixed and variable annuities
  • Socially responsible investing

Preparing for your Consultation

After you have made your appointment with one our LPL Financial Advisors, prepare the following to bring with you to your appointment:

Please note that it is advised to have 3 to 6 months of living expenses on reserve in a savings account before long-term 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. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency  Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations  May Lose Value 

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

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