Investment Management and Advisory Services

Selecting the right investments and monitoring them over time is crucial to any long-term strategy. Financial Advisors at BECU Investment Services* are here to help you to accumulate, protect, and transfer your wealth. Our goal is to develop a personal roadmap for you to navigate to a financially secure future. We provide strategies designed to help you work toward growing your assets or creating income to help you achieve your dreams.

We’ll help you develop a customized investment program that helps make your money work for you. Together, we’ll help determine the right mix of investments to help you reach your financial objectives with the degree of risk you find comfortable. As part of our yearly fee-based service that is offered through LPL Financial, you’ll receive access to nearly 4,600 mutual funds (no loads**, institutional and ETFs), as well as stocks and bonds to achieve a solid and diversified portfolio. Give us a call; we look forward to working with you.

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Retirement Planning

Whether retirement is near or far away, Financial Advisors at BECU Investment Services* can help you project your future needs and develop a custom retirement plan. We’ll help identify your funding resources, develop a savings plan, and tailor your investments to help produce the levels of income required to support your lifestyle. We’ll also help you to understand which of your assets are best to spend first in retirement and the associated tax consequences.

Most people rely on three sources of income during retirement: Social Security, employer-sponsored plans (401k, VIP, etc.), and personal retirement savings that may include traditional IRAs, Roth IRAs, and annuities. We are experienced at helping you make the most of these and many other opportunities. Give us a call today.

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IRAs and Rollover Strategies

Financial Advisors at BECU Investment Services* can help you decide what is right for you by evaluating your situation. When you change jobs or reach retirement, you’re often faced with the challenge of making choices for the money you have in an existing company-sponsored plan. Meet with us to discover answers to questions like: How can I protect my IRA plan? Should I move money from my 401k, VIP, 403b, or 457? If so, how will that affect my estate planning? Should I start early withdrawal from my IRA? Come in and find out.

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Wealth Preservation and Estate Planning

To pass your assets onto the next generation, a sound estate plan is key to ensuring your assets will be distributed the way you wish. Your Financial Advisor can help develop a personalized financial strategy to help preserve wealth during your lifetime and minimize your future estate tax liability. We look forward to talking with you in person.

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College Savings Programs

We know that saving enough for college education can seem daunting. Financial Advisors at BECU Investment Services* can help you understand the various benefits of the savings vehicles available that can help you fund your child's or grandchild's education including 529 Plans, Coverdell Education Savings Accounts, and UTMAs. Come in and talk with us about your education goals.

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Insurance

Insurance is an important tool that can be used in all stages of life to help protect your family, your loved ones, and your estate. Choosing the appropriate insurance policies is a crucial part of your financial health. The right policy can benefit your heirs while providing you with some peace of mind during your lifetime. Financial Advisors at BECU Investment Services* can assist you with Life Insurance and Long-Term Care. Please contact us for more information.

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Check out the articles, webcasts, and seminars we’ve developed to help you learn and plan.