Retirement Planning

Your career is a dynamic chapter in your life story. Plan for your financial wellbeing in future chapters, and let us help by providing peace of mind and practical advice. Our retirement planning team is ready to work for you.

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Powerful solutions for your future.

Everyone has a different vision for retirement. Bring your vision to life and strategize an actionable plan alongside our team. Let’s build a partnership and discuss current and future sources of income, take a look at your expenses, and manage your assets. Together.

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Goal setting and uncovering problems

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Retirement projections and strategies

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401(k) planning

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403(b) planning

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Investment planning assistance

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IRA and rollover services

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

Connect with our team to start planning.

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Securities offered through LPL Financial, Member FINRA*/SIPC*. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Lake Trust Credit Union deposits and are not NCUA insured. These products are not obligations of Lake Trust Credit Union and are not endorsed, recommended or guaranteed by Lake Trust Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Lake Trust Credit Union and Lake Trust Financial Life Planning are not registered broker/dealers and are not affiliated with LPL Financial.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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*Third party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site’s privacy policies may differ from those of Lake Trust.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker/dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.