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Financial Planning



The Consumers Financial Group program is offered through LPL Financial*, a broker/dealer focused on serving credit union members.

Plan for a better future today.

Whether you're just looking to get started, make your money last, or just want a second opinion, Consumers Financial Group can help. Let us learn more about you to help you in pursuing your goals. The Consumers Financial Group program is offered through LPL Financial*, a broker/dealer focused on serving credit union Members.

Begin Your No-Cost Consultation

Available Products

  • Rollovers **
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance
  • Education/College Planning

Current clients, please login to view your investment accounts.

 

Check the background of these investment professionals on FINRA's BrokerCheck.

Meet the Team

Coordinators

Let's get started! We'll work with you to help pursue your financial success.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. 

 

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-deal (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Consumers Credit Union and Consumers Financial Group are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Consumers Financial Group and may also be employees of Consumers Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Financial Group. 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted form any resident of any other state. #1-05282329