Financial Services
Retirement Planning
Our MEMBERS Financial Services Advisors are available to review your retirement plans and help you prepare for what lies ahead.
Financial Advising
Complete analysis of your current financial situation and put you on the path for a successful retirement.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
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. Goldenwest Credit Union (GWCU) and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Goldenwest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Goldenwest Credit Union or MEMBERS Financial 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
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.
* Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
** 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.
Goldenwest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Goldenwest Credit Union for these referrals. This creates an incentive for Goldenwest Credit Union to make these referrals, resulting in a conflict of interest. Goldenwest Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
