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BECU is a member-owned, not-for-profit credit union. Our members’ needs are what’s most important to us. Learn more about our Financial Health Programs.
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Whether you've just started your first job or you're just around the corner from retiring, we can help you create a personal retirement plan portfolio.
We'll help identify your funding resources, develop a savings and investment plan and tailor investments to help address the levels of income you'll need. If you're retired, approaching retirement or are still years away, Financial Advisors** at BECU Investment Services can create personalized strategies to address your current and future needs. Meet the BECU Investment Services Team.
Read our Pursue Your Dreams brochure to see how BECU Investment Services can help you build a financial road map that matches your goals today and in the future.
How much money will you need to retire comfortably? Do you have a plan? Will your money last throughout your retirement? Financial advisors can help you project the amount you may need to save towards your goal and plot your next steps.
Did you know that in recent surveys, Americans are not saving enough for retirement? In the years leading up to retirement, you'll want to figure out when you can retire, determine how long your nest egg will last and the kind of lifestyle you might expect. We're here to get to know you and work to understand your goals so we can discover, plan, implement and monitor a financial plan and investment strategy that addresses what matters most to you. Our disciplined process utilizes a five step plan to develop a complete financial framework for your future.
Once you retire, you'll need to effectively manage your withdrawals and expenses from your retirement savings. Financial Advisors can work with you to develop a detailed withdrawal plan and help to prepare for unexpected life events.
It is clear that Americans are living longer than ever before. As a result, your retirement assets must be structured with the goal to provide you with income for as long as you will need.
Over a period of years, exposure to even moderate or low inflation rates can have a dramatic impact on your spending power. Work with your financial advisor to pursue your financial goals and help keep up with inflation that could potentially drag you off course.
Addressing increasing health care expenses must be a key component of any retirement roadmap. Determine what investment and insurance vehicles can best manage your health care risk to help ensure that whatever your future needs, you are confident in your ability to address them.
Your 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 read the LPL Financial Relationship Disclosure more detailed information.
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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