Investment Advice You Can Trust
With BECU Investment Services, you will receive investment advice you can trust from
BECU employees who believe in our credit union values of service and integrity. The
Financial Advisors* at BECU Investment Services work with you to create and manage
your personalized investment and retirement plan.
Through our relationship with LPL Financial, Member FINRA/SIPC, one of the nation's leading diversified financial services companies and
the nation’s largest independent broker/dealer1, we provide access to a
world-class body of financial planning resources— so you’ll always have what it
takes to make informed decisions and invest your money with confidence.
How we can help:
Investment Management and Advisory Services
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.
** A nominal transaction fee may apply
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
Retirement Planning
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.
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
IRAs and Rollover Strategies
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.
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
Wealth Preservation and Estate Planning
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.
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
College Savings Programs
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.
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
Insurance
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.
Want to Learn More?
Check out the articles, webcasts, and seminars we’ve developed to help
you learn and plan.
*Financial Advisors are registered with, and Securities, Advisory Services and Insurance Products are offered through, LPL Financial and its affiliates, Member
FINRA/
SIPC. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are Not NCUA/NCUSIF Insured ∙ May Lose Value. Not Credit Union Guaranteed ∙ Not Obligations of BECU. Branch located at BECU, 12770 Gateway Dr., Tukwila, WA 98168.
