Let’s map the course to your financial goals.
From planning for retirement to paying for college, we make it a point to provide actionable guidance that helps you get to where you want to be. Because that’s what friends (and local financial institutions) are for.
PLAN FOR RETIREMENT
Go confidently toward your future.
Planning for retirement is one of the most important ways you can invest in yourself and your future. We can support you with:
Saving using a Traditional or Roth Individual Retirement Account (IRA)
Investing 401k funds, consolidating 401ks or rolling a 401k into an IRA
Understanding how much you’ll receive in Social Security benefits and planning the right time to withdraw benefits
Reviewing your overall financial strategy for retirement
LPL WEALTH MANAGEMENT
Invested in your financial well-being at every turn.
We take a consultative approach to financial planning, no matter if you’re just getting started or are a seasoned investor. From personal financial planning to investment guidance, and from trusts to estate planning, we can help answer your questions. Did we mention that your first consultation with our LPL* Wealth Management team is free?
Check information on LPL Financial LLC (“LPL”) with FINRA’s Broker Check(opens in a new window).
INSURANCE
Protect your family's financial future.
We want you to be covered through all of life’s unexpected events, so we offer life insurance services through our LPL* Wealth Management program. As an Elevations Credit Union member, you can receive a free life insurance policy review and quote.
PAID FOR YOU BY ELEVATIONS CREDIT UNION:
Complimentary $1,000 AD&D insurance coverage.
Our members are at the heart of our financial cooperative. That’s why Elevations Credit Union members age 18 or older are eligible for $1,000 of Accidental Death & Dismemberment (AD&D) coverage, underwritten by Minnesota Life Insurance Company. To learn more and accept this complimentary coverage, please visit the link below. You also have the option to purchase up to $300,000 of additional insurance at group rates, no medical exam required. All coverage reduces by 50% at age 70 or older, regardless of age at enrollment.
As an Elevations member, your first consultation with a LPL* Financial Advisor is free.
SAVE FOR EDUCATION
Save for education like a bona fide smarty pants.
Thinking ahead for your kids? Smart. Our team is here to help you find the right investment vehicles for education savings like a tax-advantaged 529 savings plan.**
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(opens in a new window)/SIPC(opens in a new window)). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management 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 |
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Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html(opens in a new window) 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck(opens in a new window)’.
For additional information, please visit www.lpl.com/CRS(opens in a new window).
**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.