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Your needs, your goals, our knowledge and expertise. Work with a dedicated Wealth Manager to build the retirement you’ve always wanted. We put your interests first.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Make contributions directly from your paycheck (before taxes) and watch your balance grow on a tax-deferred basis.Contact Us
Is a Roth IRA right for you? More flexible than a Traditional IRA, Roth IRA accounts allow your post-tax income to grow tax-free as long as you want. No tax on earnings, no Required Minimum Distributions.Contact Us
We’ll analyze your cash flow and help you plan for a stable income after retirement.Contact Us
Did you change jobs or recently retire? Unsure what to do with your employer-linked account? We’ll explain your options and help you find a solution that makes sense for your unique situation. Ideal for those with 401k, TSP, 403b or Employer Stock Options.What Are My Options?
Non-Roth accounts require minimum distributions after the account owner turns 73. We’ll help you calculate how much you should withdraw, when you should withdraw, and what you should do with the money to avoid costly tax penalties and make the most of your hard-earned savings.Contact Us
Start your retirement savings journey online with Guided Wealth Portfolios®. GWP® uses algorithm-enhanced software to generate dynamic investment advice based on your risk tolerance, time horizon, and goals. Fill out the questionnaire and receive a free, personalized portfolio recommendation and investment strategy. Minimum opening balance of $5,000. Get started in as little as 15 minutes.Learn More
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
An annual small account fee is applied to accounts with less than $10,000 invested.
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 Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Wealth Management, 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 Wealth Management. 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 (“Vantage West Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Vantage West Credit Union for these referrals. This creates an incentive for Vantage West Credit Union to make these referrals, resulting in a conflict of interest. Vantage West Credit Union 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.
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.
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
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