Financial & Retirement

Investment and Retirement Planning

Program Overview

The MIT FCU Investment & Retirement Planning program is designed to serve the investment and financial needs of our members by offering an objective financial planning approach using a wide variety of products and services. 

  • Determine your IRA options
  • Consider annuity strategies
  • Explore Social Security and/or pension options

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Investment & Retirement Planning

Browse the array of Financial Planning, Retirement & Insurance strategies we offer, then contact MITFCU Investment & Retirement Planning to start the conversation.

  • Customized to your goals
  • Guidance at every step
  • Diversify your portfolio

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Event Calendar

Find out the date, time, and topic of our next financial planning workshop and make plans to attend.

  • Valuable information you can put to use
  • No cost, no obligation consultation
  • Current topics in financial planning

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Contact a Financial Planner

Whether you need retirement planning services, insurance, or a college savings plan, our Financial Planners can set you on the right path.

  • We help you prioritize your needs and goals
  • Rely on our expertise and years of experience
  • Contact us anytime

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Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

 

Not Insured by NCUA or Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value