Services

Brokerage Services

Whether you are just starting out or you are a seasoned investor, we can assist with your brokerage needs.  A brokerage account with LPL Financial, our broker/dealer, may be right for you.

 

 

Rollovers/IRA's

Are you looking to begin saving for retirement or wanting to compliment your current retirement plan?  Are you nearing retirement or have retired and wondering where you should put your 401(k) or 403(b)?  Many Individual Retirement Account (IRA) options are available for you!  We will discuss which option is best for your financial goals.

 

 

Business Retirement Plan Services

Many business owners are looking for solutions to help assist their staff in planning for retirement.  We have a multitude of options available to help meet your company’s needs.

 

Education Funding/Planning

The costs for college and higher education are climbing.  For those families who would like to plan for the inevitable tuition bill, there are a number of options to consider.  Whether you are saving for your children or grandchildren, deciding between 529 college savings plans, UTMA or educational IRAs can be difficult.  Working with a financial advisor will allow families to choose the best avenue for their individual needs.

 

Retirement Planning

Retirement:  when you have worked enough to be able to afford retiring from your job.  It’s a dream that most people have but in order for this dream to become a reality it takes more than hard work – it takes planning. 

Insurance & Long Term Care Planning

When assessing your options for Life Insurance and Long Term Care planning, there are strategies that should be considered to help work towards your financial goals. Many options are available and we can assist in navigating these to help compliment your plan.

 

Please reload

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.  The advisors associated with this site are registered in the following states: AZ, CO, FL, IL, IN, MI, OH, SC, TX, and UT.  Please note that not all of the investments and services mentioned are available in every state.
 

Securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Dow Chemical Employees' Credit Union and Retirement and Investment Center located at Dow Chemical Employees' Credit Union are not registered broker/dealers nor are they affiliated with LPL Financial.

© 2020 Retirement and Investment Center located at Dow Chemical Employees' Credit Union