Financial planning that helps put the future into focus.
Fox Communities Investment Services can help you sift through a wide variety of options to create a unique investment strategy.
Who needs an investment plan? Anyone with a few (or many) extra dollars, some ideas about the future, and a dream or two. Whether you're saving for college, planning retirement, or building long-term security, Fox Communities Investment Services can help map out a plan that empowers you to pursue your goals.
- Mutual funds
- Fixed and variable annuities
- Stocks and bonds
- Retirement planning
- Financial planning
- Asset allocation
- Asset management
- College savings
- Estate planning
With access to a wide range of financial products and services, we will work with you to build a diversified portfolio, with a focus on optimizing potential returns and minimizing risk.*
- Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
- Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments
Run the Numbers
Your Credit Union (Financial Institution) provides referrals to financial professionals of LPL Financial LLP (“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.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fox Communities Credit Union and Fox Communities Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fox Communities Investment Services and may also be employees of Fox Communities Credit Union. These products and services are being offered through LPL or its affiliates, of which are separate entities from, and not affiliates of Fox Communities Credit Union or Fox Communities Investment Services. Securities and Insurance offered through LPL or its affiliates are:
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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.