investing & retirement planning overview

Program Overview

MITFCU IR&P Logo

 

MIT Federal Credit Union provides our members with a  wide array of investment and retirement planning support and access to product options through our MIT FCU Investment & Retirement Planning program. Our 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 Mark can help
Asking questions and really listening to your answers is the best way he can understand your financial needs.He'll inquire about your personal objectives and financial goals, and explain how MIT FCU I&RP process can help you work towards them.

He will outline your current financial situation to ensure that this partnership will enable you to plan for your financial future. Through a 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, Mark takes 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 Mark schedules 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, MIT FCU has 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 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.

 

 

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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA. 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