LPL Financial has contracted with Del Norte Credit Union, to provide you, the credit union member, with the means and knowledge needed to help you make the necessary financial decisions for your future. Your LPL Financial Investment representatives are part of a national network of independent investment professionals who aid clients with their financial objectives. Regardless of your financial goals, strategizing for your child's college fund or preparing for a favorable retirement, your representative has the experience to provide you with professional guidance and impartial recommendations. This service is free of charge and at no obligation.
We also offer free educational seminars on a variety of relevant investment topics. Click here for a seminar schedule.
As a full-service brokerage office, LPL Financial Services offers members an assortment of quality, non-proprietary investment choices, including:
Strategic Asset Management - to provide you with fee-based asset management and access to over 3,700 mutual funds, as well as individual stocks and bonds.*
Tax-Saving Strategies - help to reduce your taxable income and capital gains.
IRA's, Rollovers, and Alternative Retirement Plans - to provide tax-deferred growth for retirement.
Portfolio Review - to review your current holdings and help you make any necessary changes or adjustments.
*Strategic Asset Management is offered through LPL Financial, a Registered Investment Advisor. Certain mutual funds available in SAM pay 12B-1 fees.
Retirement Planning - Retirement is an important goal for all of us. Social Security alone may not ensure the kind of lifestyle you have worked hard to enjoy. What does this mean? That investing for your future has never been more important. 401(k)'s, IRA's and SEP's are some of the options available to you. These plans offer you tax-advantaged ways to save, while giving your money the potential to stay ahead of inflation. If changing jobs or retiring, you may rollover your 401(k) to an IRA. An investment professional can help you with all of the options and help you determine what is your best alternative.
Estate Planning - for preservation of wealth from generation to generation. Once you have accumulated your savings, appropriate estate planning techniques will help minimize the tax impact on our heirs. Let LPL Financial* help you keep your estate in the hands of your loved ones.
College Planning - long-term planning to ensure you are ready when your children are. It may seem years away now, but with the increasing cost of higher education, it is never too soon to start saving. Your LPL Financial Representative can help you decide what course of action to take in order to best meet your child's education needs.
If you use one of our Santa Fe branches call Barbara Platz at (505) 455-5382. If you use our Los Alamos, White Rock or Espanola branches please call Ben Bouman at (505) 455-5331.
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Idaho, Massachusetts, Missouri, Montana, Nebraska, New Mexico, New Yok, Oklahoma, Texas, Utah, and Washington.
Del Norte Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
