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Investment Planning

We offer a range of investment products, through LPL*, that fit your vision and prepare you and your family for years to come.

Schedule an Appointment with an LPL Financial Advisor* Meet Our LPL Financial Advisors
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Retirement Planning

Whether you’re new to the workforce or retirement is just around the corner, make sure you have a plan. We’ll help you understand your options. 

  • Our advisors will help you make an informed decision. 
  • Retirement calculators that can give you an idea of what options may be best for you. 
  • Options for individual retirement and small business. 
Learn More
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Estate Planning

Make sure your loved ones are taken care of for years to come. Schedule an appointment and let our advisors help you leave a proper legacy. 

  • We work with outside estate planning attorneys to help you protect your assets. 
  • Decide who will make decisions on your behalf if you become unable. 
  • Have young children? Protect them by naming guardians in your will. 
Learn More

Resources

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Crypto May Be Hot, But These Investment Options Are Safer

More than 20 million Americans own some form of cryptocurrency. But what exactly is crypto? Learn how it works and some safer investment alternatives.

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Passing On the Story of You

Legacy planning is a complex process that allows you to create a lasting gift for your heirs that goes well beyond financial matters.

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Signs You Might Be Living Beyond Your Means

It's easy to accrue debt these days. Steer away from the "living paycheck to paycheck" path by checking yourself for these red flags.

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Debt Snowball vs. Debt Avalanche

Looking for an efficient way to eliminate your debt? Discover the debt snowball and debt avalanche, which focus on paying off one debt at a time.

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* 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. SELCO Community Credit Union and SELCO Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SELCO Investment & Retirement Services, and may also be employees of SELCO Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SELCO Community Credit Union and SELCO Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

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

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

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 offers may be made or accepted from any resident of any other state.