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Descubre la Iniciativa Hispana de WeStreet: un espacio creado especialmente para ti. Nuestra página en español ofrece educación financiera y detalles sobre nuestros productos y servicios.
Discover WeStreet in Spanish: a space created especially for you. Our website in Spanish offers financial education and details about our products and services.
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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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Join David Limerick to learn about values-based financial planning and make the most of your financial future.
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Personal Financial Planning – Setting Yourself Up for Success 
How Budgeting Can Help You Achieve Your Financial Goals 
How to Manage Debt 
What You’ll Learn:
• Keys to help you understand the basics of Social Security
• When to consider taking benefits
• A deeper dive into Social Security
• Rethinking retirement strategies
Get the Link
What You’ll Learn
• Why Do Estate Planning
• Who Needs Estate Planning
• Common Types of Estate Plans
• And More!
Get the Link
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 |
WeStreet Credit Union (“WeStreet”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay WeStreet for these referrals. This creates an incentive for WeStreet to make these referrals, resulting in a conflict of interest. WeStreet is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/islpl-relationship-disclosure.html for more detailed information.
