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MIT FCU Investment & Retirement Planning


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Smart financial planning today leads to a future of confidence and independence.

The knowledgeable, experienced team at MIT FCU Investment & Retirement Planning 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:

1. Financial Planning

Asset Allocation Review
Client Financial Statements
Cash Flow Analysis
Income Tax Planning
Educational Cost Analysis
Insurance Needs & Policy
Analysis Estate Plan Analysis
Rent vs. Own
Buy vs. Lease
Business Succession Planning

2. Qualified Accounts

Roth IRA
403(b) Plan - Catch up provision
rules Profit Sharing Plans
Defined Benefit Plans - Pension
Maximization Analysis

3. Advisory Accounts

Mutual Fund Wrap Accounts
Separately Managed
Accounts Active & Passive

4. Insurance Programs

Equity Index Annuities
Fixed Annuities
Variable Life
Insurance Universal
Life Insurance Term
Insurance Whole Life

5. Investment Programs

Mutual Funds
Variable Annuities
Direct Participation Programs

6. Educational Accounts

529 Plans

7. Non-Qualified Accounts

Standard Brokerage


To start the conversation, contact our financial planner today.     Log in to your Investment Account


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..

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