Financial Planning

Federally insured by NCUA

Plan for a steady income stream in retirement

Retire with confidence.

The Vantage West Financial Advisors program is offered through LPL Financial.

You don’t need to be a financial expert to make sure you are working towards an achievable and enjoyable retirement.

Depending on your personal goals — a simple and comfortable lifestyle, travel, hobbies, or spoiling your grandchildren — we can help you make important decisions that include:

  • Savings and retirement strategies
  • Income replacement plans
  • Distribution schedules
  • Options for guaranteed income for life

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


Start today.

Design your retirement plan with the help of a Vantage West Financial Advisor. To learn more or to schedule a no-cost, no-obligation consultation, complete the form on this page or call (800) 888-7882. You can also visit us at one of our branches.

Disclosures

Securities and advisory services are 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. Vantage West Credit Union and Vantage West Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Financial Advisors, and may also be employees of Vantage West Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Financial Advisors. The LPL Financial registered representative(s) 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. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value