How we can support your financial needs

Introduction

For many consumers, the world of investing can be confusing and intimidating. To help shed light on this subject, Visions Wealth Management has formed a relationship with LPL Financial to provide access to products and services available, with a focus on common-sense investment strategies. Every investor has his or her own special financial goals and objectives.

Whether planning for a child's education or working toward a secure retirement, an LPL Financial Consultant on our team can give you the professional guidance necessary to develop a strategy suited for your individual needs.

Visions Wealth Management

Services

Through Visions Wealth Management's relationship with LPL Financial, you have access to knowledgeable financial consultants. These consultants will familiarize themselves with your situation to help you adjust your financial plan to address your goals.

Our team can assist you with the following:

  • Retirement planning
  • Risk management and asset protection
  • Social Security planning
  • Lifetime income planning
  • Tax-reduction strategies
  • Eldercare/Long-term care planning
  • Insurance
  • College planning
  • Strategic money management
  • Investment withdrawal strategies
  • Business succession planning
  • Charitable giving
  • Wealth transfer strategies
  • Second opinion services 

Plus, we can connect you to our teams for Medicare and Insurance or Trust and Estate Planning. Use the link below to get started with Visions Wealth Management.

Additional Information

Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

*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. Visions Federal Credit Union and Visions Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Investment Services, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV, WY. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.

Check the background of investment professionals associated with this site on FINRA's Broker Check.
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