Make Sure Your Retirement is on the Right Path
Life is a journey. Happily, you’re not alone: BECU Investment Services is your guide down the path toward retirement success.
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?
Find answers at a complimentary, no obligation financial review from BECU Investment Services. Our Financial Advisors have the compass and can not only answer your questions, but 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 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 a complimentary, no obligation financial review is easy – simply call (206) 439-5720 or click here to get started.
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. Investments are:
|Not NCUA/NCUSIF Insured||Not Credit Union Guaranteed||Not Obligations of BECU||May Lose Value|
BECU, BECU Investment Services and LPL Financial are separate entities. Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.