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  • Registration Username = Member ID # (Primary Share Number)
  • Registration Password = (0000XXXX) Four Zeros THEN the Last Four Digits of the Primary Account Holder’s Social Security #

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READY TO RETIRE

available through LPL Financial

start my retirement plan
  • 1. Plan

    Planning for Tomorrow – Today

  • 2. Available

    Available through LPL Financial

  • 3. Check

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

Retire With Confidence

As your retirement years approach, it’s important to assess your objectives, planning status and preparation for the next adventure in life. A LPL financial advisor can help to ensure you are ready for retirement with a personalized plan.

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Finish Strong

Uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts.

Catch-Up

Find out how to take advantage of annual catch-up contribution provisions.

Post-Retirement Income

Discuss potential ways to create multiple income streams.

A LPL financial advisor can help you evaluate your current financial situation and avoid common pitfalls of retirement. Make an appointment for a complimentary SMART financial review.

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