ESTATE PLANNING

available through LPL Financial

start my estate plan

  • 1. Approach

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    An LPL Financial Advisor, located at WeStreet Wealth Management, helps to simplify and clarify your estate so your assets can be passed on to your loved ones.

  • 2. Check

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    Check the background of investment professionals associated with this site on Finra’s BrokerCheck®

  • 3. Connect

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    Chat with a LPL financial advisor or schedule an appointment for a complimentary financial review.

start my estate plan
The potential for leaving a legacy goes beyond a will. An estate plan is made up of the official documents that legally ensure your assets are passed on to your loved ones the way you want.
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What To Expect

Assets

Make a list of your assets and their approximate value.

Future Plans

Where you would like your assets to go when you pass away.

Trusts

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Make an appointment for a complimentary SMART financial review today and assess your individualized options.
Request a meeting

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

 

Your 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 https://www.lpl.com/disclosures/islpl-relationship-disclosure.html for more detailed information.