MIT Federal Credit Union provides our members with access to a wide array of investment and retirement planning support and product options through MIT FCU Investment & Retirement Planning (MITFCU I&RP). 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 MITFCU 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 Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit lpl.com.
With LPL Financial, your advisor is independent, but not alone...so your goals always come first.
MIT Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.
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|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Go to main navigation