Invest in your future.
Reach out to our DECU Investment & Retirement Services team today and we’ll help you create a solid investment plan for tomorrow. Everything you need to help you pursue your goals and make your financial future a reality starts when you contact us.
Work with Trusted Professionals
DECU Investment & Retirement Services provides experienced, professional financial planning through LPL Financial to help get you ready for what’s on the horizon. Together with a DECU Investment & Retirement Services representative, we’ll work to align your current goals and put your money toward a happy retirement that begins in 5, 10, or even 20 years.
DECU Investment & Retirement Services Specialties
Retirement Planning
- Investment Options
- Qualified Rollover Services
- Asset Positioning
- Income Planning/Analysis
Investment Planning
- Asset Allocation Reviews
- Risk Evaluations
- Open Architecture Product Placement
- Consistent Monitoring/Reviews
Protection Planning
- Insurance Needs Analysis
- Long-Term Care Planning
- Health Care Analysis
Education Planning
- College Cost Analysis
- State-Specific Planning
- 529 Plans
- Coverdell/ESA Savings
Estate Planning*
- Legal References
- Wealth Transfer Analysis and Implementation
- Charitable Giving
* Representative is neither a tax advisor nor attorney. 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.
