Imagine the Potential
Join David Limerick to learn about values-based financial planning and make the most of your financial future.
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1. Approach
Using a holistic, values-based approach, an LPL financial advisor will customize a wealth management strategy focused on your personal values and financial goals.
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2. Check
Check the background and experience of investment professionals associated with this site on Finra’s BrokerCheck®
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3. Meet
Chat with an LPL financial advisor or schedule an appointment for a complimentary financial review.
Expand The Potential of
Your Future
Financial Planning
- Potential to Meet Your Goals
- Identify Your Priorities & Goals
- Explore Personalized Options
- Create an Obtainable Financial Strategy
Retirement Planning
- Potential to Build a Retirement Plan
- Develop a Strategy That Fits Your Lifestyle
- Compare Investment Options
- Monitor Success and Adapt to Unforeseen Changes
Ready to Retire
- Potential to Retire on Time
- Explore Your Retirement Possibilities
- Evaluate Social Security, Pension Plans, & Personal Savings Options
- Determine Asset Allocation, Health Insurance, & Long-Term Needs
Saving for College
- Potential for Your Child’s Future
- Balance College & Retirement Savings
- Discover a 529 Savings Plan & Other Available Options
- Prepare & Adjust for Emergencies
Estate Planning
- Potential to Build Your Legacy
- Evaluate Your Assets & Make Provisions
- Understand the Legal Statutes & Income Tax Implications
- Consider Establishing Trusts
Business Investing & Insurance
- Potential to Manage Risks & Expenses
- Learn Proven Business Strategies
- Establish a Business Continuity Plan
- Assess Employee Benefit & Retirement Plans
Using a holistic, values-based approach, a LPL financial advisor will customize a wealth management strategy focused on your personal values and financial goals.
Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
Ready to Get Started?
Check the background of investment professionals associated with this site 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. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.
The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | No Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value |