Have 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 rollover 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, Gina Bayer, Sam Solgan, and Kevin Penrose 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 rollover services, 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 offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bay Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Credit Union and are not endorsed, recommended, or guaranteed by Bay Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Please check with your registered representative for state registrations.