Financial Planning, Retirement & Other Services
Smart financial planning today leads to a future of confidence and independence. The knowledgeable, experienced team at MITFCU Financial & Retirement Services takes time to understand your current situation and needs during a no-cost, no-obligation analysis, and then works with you to customize a strategy for the long run.
Whether your investing, planning, and insurance needs are simple or complex, we're eager to assist. Our guidance and recommendations help carry out your financial planning goals within seven primary areas:
- Financial Planning
- Qualified Accounts
- Advisory Accounts
- Insurance Programs
- Investment Programs
- Educational Accounts
- Non-Qualified Accounts
To start the conversation, contact our financial planner today.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: CA, GA, IL, MA, NH, OH, and RI.