Investment & Retirement Planning
Make the most of your hard-earned money
A financial professional from MEMBERS Financial Services can help you*:
- Create a customized, goal-oriented investment plan.
- Figure out how to plan ahead for a child’s education.
- Understand your company-sponsored retirement plan.
- Make your money last.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Get financial planning advice on the following accounts:
- Investment accounts (stocks, bonds, mutual funds)
- Education funding accounts (Coverdell education savings accounts, 529 plans)
- Retirement accounts (401(k) accounts, individual retirement accounts, annuities)
- Insurance products (life insurance, disability income, long-term care)
The MEMBERS Financial Services program is offered through LPL Financial (LPL). To speak with an experienced financial professional who cares about your future, visit the MEMBERS Financial Services website.
Securities and advisory services are offered through LPL Financial (LPL), a registered advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Honda FCU 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 Honda FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Honda FCU or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
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.
Your Credit Union (Honda Federal Credit Union) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay Honda Federal Credit Union for these referrals. This creates an incentive for Honda Federal Credit Union to make these referrals, resulting in a conflict of interest. Honda Federal Credit Union 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.