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Retirement Checkups Are Good For Your Financial Health

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Like annual physicals, a yearly retirement checkup can help uncover hidden problems, inspire you to set new goals, provide information you need to improve your financial health, and help make sure you’re on track for well-being.

January is a great time to plan a visit with one of our retirement planning partners from LPL Financial. They offer thoughtful and objective investment guidance aimed at keeping your finances and goals in great shape.

Call (818) 238-3900 x4 for more information or to schedule a consultation.


 

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. UMe Credit Union and UMe Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMe Wealth Management Group, and may also be employees of UMe Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMe Credit Union or UMe Wealth Management Group. 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

 

LPL Branch Office: 3000 W Magnolia Blvd, Burbank, CA 91505

 


Disclaimer: U matter to Me (all of us) at UMe — and that’s why we do our best to deliver helpful information on our blog. Please note the following: (1) UMe Credit Union works hard to make certain that the information we post here is as accurate as humanly possible. But as you know, information can change and evolve quickly. While we try to update the blog on a regular basis, the content of some older posts may not be correct or up-to-date. (2) Some destinations on the World Wide Web that we link you to will exist on external websites. UMe Credit Union does not officially endorse any connected sites, nor do/did we compensate or get compensated by any entities to be featured in our posts (unless otherwise noted). (3) Everyone’s situation is unique and we advise you to consult with our personal bankers or your finance, tax, or legal professional for advice individualized to you!