Racing toward retirement?
Don’t get left behind.
The Vantage West Financial Advisors program is offered through LPL Financial.
If you’re like most people, you probably have a good idea of when you want to retire. But do you know how you’re going to get there? If not, we can help. With Vantage West Financial Advisors, LPL Financial, you can get help setting goals for your retirement journey, designing and implementing a retirement income plan, and staying on track.
Vantage West Financial Advisors, courtesy of LPL Financial, can focus on what’s right for you based on your retirement goals and timeline. They can assist you in planning out your retirement income sources and setting up a regular income stream. Plus, they’ll work with you to help manage and help preserve your assets, as well as overcome common retirement income obstacles such as inflation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The professionals at Vantage West Financial Advisors provide honest, sound retirement planning advice, so you can pursue retirement confidently. The earlier you start, the more time your money has the potential to grow.
With our financial services program, you’ll receive retirement advice:
- Personalized to your situation
- Based on a long-term commitment to you
- Ongoing, active service to make sure your long-term needs are met
Planning starts with your goals
We begin by helping you identify your retirement date and long-term financial goals. Working together, we will review your options and outline a plan focused on making your retirement dreams a reality.
Benefits of having a plan:
- Coordinate retirement planning with other financial needs
- Take advantage of tax-favored opportunities*
- Avoid missteps
- Regular checkups and adjustments to keep you on schedule
Disclosures
*Consult with a tax advisor.
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 |
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315
Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515
