Receiving an inheritance or unexpected financial windfall can feel overwhelming. Even knowing where to start may be a challenge.
Our LPL* Financial Advisors are available to walk you through your options and help to safeguard your family’s long-term financial goals.
We can help you:
- Review your assets and determine available options
- Prepare long-term financial strategies
- Bolster your own retirement savings
- Set up Beneficiary IRAs
Schedule a complimentary appointment today!
*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.