Program Overview

Now Introducing...

MIT Federal Credit Union is pleased to provide our members with a  wide array of financial planning and retirement services and access to product options through our MITFCU Financial & Retirement Services program. Our new Financial Planner, Mark Porter, CFP®, CFA®, helps clients work toward their financial objectives by becoming their Chief Financial Officer and presenting them with options and strategies to help accomplish what is important to them.

How we help
Asking questions and really listening to your answers is the best way we can understand your financial needs.We'll inquire about your personal objectives and financial goals, and explain how our process can help you work towards them.

We will outline your current financial situation to ensure that our new partnership will enable you to plan for your financial future. Through our structured process of evaluating current assets, debt and future plans, you are encouraged to share your thoughts and investment strategies, and most importantly, your willingness or hesitation to absorb risk.

The planning process is completed by putting together strategic recommendations that form a comprehensive financial plan specific to your personal financial situation. Once the plan is complete, we take the time to clearly explain what is being recommended and why.

Life situations change and it is critical to review and update your plan to remain on track while working towards your goals. That's why we schedule periodic reviews to monitor the adjustments needed so that your financial plan moves towards meeting your goals.

 

LPL Overview

In order to provide you with industry leading service, we have partnered with LPL Financial. At LPL Financial, clients' goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that is always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements: LPL Financial's heritage of independence. Objective research and solutions. Objective guidance and advice. And the expert support and training offered to advisors.

With LPL Financial, your advisor is independent, but not alone...so your goals always come first.

 

 

 

 

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.​