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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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RETIREMENT PLANNING

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®

Map Your Future

Once you know where you want to go, it’s easier to get there. Whether retirement is fast approaching or many years in the horizon, a financial advisor can structure a customized retirement strategy based on your individual retirement goals.

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Speak with a Financial Advisor

Strategy

Build an investment strategy that is appropriate for you, your family, and your future.

The Right Stuff

Find asset allocation models and investment vehicles that could help you reach your goals.

Balanced Approach

Help understanding your personal level of risk tolerance and your current time horizon.

Connect the Dots

Get an informed picture of the market and how its ups and downs may affect your goals.

A LPL financial advisor helps establish and manage a proactive plan for your money throughout your career so you are ready for retirement. Make an appointment for a complimentary SMART financial review to uncover your unique needs and long-term goals.

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