skip to main content
menu buttonmenu
Log In
 

Financial Consultants

Personalized Financial Advice

Advice guided by years of experience. Our financial consultants are registered through LPL Financial and have a commitment not only to you but to the community you live in. We believe this passion to the local community helps them better understand your unique needs and equips them to pursue your financial goals. Contact a Financial Consultant in your area for a no-obligation consultation. Please call or email to schedule a confidential appointment

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Find your closest consultant.

 

Prepare for your first meeting.

Prior to your first appointment, you'll be asked to locate and bring the following items:

  • Most recent Tax Return
  • List of what you own and owe
  • List of your estimated monthly expenses
  • Most recent pay stub
  • Information regarding any employee benefits
  • Insurance policies or statements
  • Wills or trusts
  • Estimate of Social Security benefits
  • Any questions you may have

Although the list above appears intimidating, most of your effort will consist of pulling information from existing files.

Planning and Needs Assessment

With your financial records in hand, your Financial Consultant can objectively:

  • Analyze your assets, liabilities, cash flow and budget
  • Review your short and long term financial goals
  • Assess your needs regarding immediate income, educational expenses, retirement income and special situations
  • Determine your investment risk tolerance and time horizons

Personal Roadmap

After careful study, your LPL Financial Consultant will produce and review with you a detailed, customized report with recommended strategies for asset allocation, insurance coverage and tax reduction - your personal roadmap toward financial security.

Ongoing Review & Reporting

You'll receive regular statements and yearly reports from your Financial Consultant. When appropriate, strategies will be re-evaluated and changes in your personal roadmap suggested.

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

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

The LPL Financial registered representatives 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 offers may be made or accepted from any resident of any other state.


 
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
 

Routing Number: 275079714
NMLS: 401043
NCUA Equal Opportunity Housing
 
Apple App Store Google Play
©2023 Landmark Credit Union.
back to top