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Investment Products & Services

Insights to address your needs.

Investments, taxes, insurance, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

We are in the business of helping you address your financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Our approach can help you invest conservatively, reduce your exposure to taxes and meet your insurance needs while providing a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are:

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

Retirement Planning

We’ll design an investment plan for you to help pursue all your retirement goals. It’s never too early to start planning for retirement.


Investment Portfolio Analysis

Let's take a deep dive into your investment plan. Our team will keep you informed on how your investments are performing, and make adjustments as needed.


Annual Portfolio Review

Our financial consultants will review your investment strategy and make necessary adjustments as needed. We will help guide you to the right path of stability and growth.


Estate Planning

Come up with a plan for preservation of wealth from generation to generation. It’s never too soon to start planning for the future.


Mutual Funds

Choose a broad offering of professionally managed investment products to align with your portfolio strategy.


Variable and Fixed Annuities

Choose an investment option that balances your growth, income and stability.

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Related Products

Financial Consultants

We offer personal guidance for your financial needs. Whether your financial affairs are relatively simple or very complex, working with an advisor can help you plan for your financial security. Schedule a consultation today!

Building Wealth Newsletter

The Building Wealth newsletter delivers money management insights, advice, news and research directly to you. Sign up today.

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 and 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
Routing Number: 275079714
NCUA Equal Opportunity Housing
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