Goals are the building blocks of your long-term plan. Creating actionable goals that are measurable allows you to see your incremental accomplishments.
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1. Approach
Using a holistic, values-based approach, an LPL financial advisor will focus onyour personal values and financial goals to create a tailored strategy.
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2. Check
Check the background of investment professionals associated with this site on Finra’s BrokerCheck®
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3. Connect
Chat with an LPL financial advisor or schedule an appointment for a complimentary financial review.
A LPL financial advisor will help guide your financial potential by assessing your current financial circumstances and understanding how saving and investing can help you achieve your long-term goals.
A SMART Review Process
Simple
By first providing a value and need-based financial plan, it makes it more simple to understand the long-term process.
Measureable
Achievable
Setting realistic goals while maintaining a little bit of flexibility will help you potentially achieve them.
Reviewable
Conducting financial reviews with your LPL Financial Advisor can help you reflect on progress and consider adjustments to stay on track.
Transferable
Have a plan to transfer wealth to the next generation or charity for continued growth.
Account View gives you online access to your accounts, statements, secure documents, and WealthVision.
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 |
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.