The Right Path to Retirement
So many questions –we know where you can find answers. Schedule a complimentary, no obligation financial/retirement review with BECU Investment Services.
See where the road takes you
Life can be a hike. Many of our travels contain financial challenges and numerous expenses, making it difficult to carve out funds for your later years. Yet, just like the Pacific Northwest's beautiful mountains, there are many trails one can take – sometimes it's just a matter of change in direction.
Where are you on your journey? Have you determined how much you'll need for retirement? When was the last time you increased your contribution percentage on your 401k/VIP/403b?
So many questions –we know where you can find answers. Schedule a complimentary, no obligation financial/retirement review with BECU Investment Services today. Our Financial Advisors are ready and able to answer your questions and help devise a plan. What's more, they operate on the same BECU not-for-profit and all-for-you philosophy: What better way to help make your money work harder than a member-focused credit union? BECU Investment Services are ready to work with you, and help in a variety of ways:
- Personalized advice and implementation of a well diversified investment plan
- Asset allocation strategies suited to your unique financial situation
- Tax-efficient investing to help minimize federal income tax on investment returns
- Projecting when you can retire
- Projecting the amount of income needed for retirement
- Helping you develop a workable savings plan
- Monitoring and managing your retirement plan
Scheduling an appointment is easy – simply call (800) 233-2328 ext. 2484 or email firstname.lastname@example.org and be a winner on the road to retirement.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Branch Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168.
|Not NCUA Insured||Not Credit Union Guaranteed||Not Obligation of BECU||May Lost Value|
BECU, BECU Investment Services and LPL Financial are separate entities.