Let’s Talk About Your Financial Future.
Financial goals are different for everyone. You might be planning to retire within the next ten years, exploring investment opportunities, or thinking about purchasing a vacation home. Wherever you are in your journey and whatever you hope to achieve, having a plan can help you stay focused and feel prepared for what’s ahead. We offer thoughtful guidance to help you understand your options and make financial decisions that feel right for you.
Our Retirement Consulting & Investment Services Representative, Jon Murray, can help you understand your options and find approaches that work for your situation. He supports members through life changes like new jobs, marriage, growing a family, or preparing for retirement.
You can also explore Guided Wealth Portfolios, an online investing option that provides personalized recommendations and ongoing management that adjusts with your goals. All appointments are at no cost and no obligation.
You will have access to a wide range of planning and investment support, including:
Not sure where to begin? We can help you prioritize your goals and take the next step.
It is never too late to invest in your future. A simple conversation can help you map out your goals and explore your options.
Check the background of this investment professional 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. Alcoa Tenn Federal Credit Union and Retirement Consulting & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement Consulting & Investment Services and may also be employees of Alcoa Tenn Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alcoa Tenn Federal Credit Union or Retirement Consulting & Investment 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 other state.
Alcoa Tenn Federal 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 advisory services.
Please visit LPL.com for more detailed information.
**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.
