Wealth Management

Helping you pursue your life goals
Get comprehensive, long-term financial planning that fully considers personal investments, tax strategies and estate planning.

Plan for a variety of contingencies

Whether you are an experienced investor or just starting out, a wealth advisor can help support your financial goals and bring clarity to issues you may not have thought about, such as:

  • Income and savings—This may be a particularly important topic if you anticipate changing jobs, starting a business or staying home to care for children.
  • Retirement—A wealth advisor can help you set goals, evaluate your risk tolerance and create an income plan in an effort to help cover expenses during retirement.
  • College—We can help you take advantage of the often-complex rules governing educational funding and financial aid.
  • Estate planning—Having a tax-efficient plan for the distribution of assets to your heirs may allow them to keep more of the money you accumulated during your lifetime.
  • Contingency fund—Thinking about the possibility of a job loss or illness is not pleasant; however, an investment professional can help you work toward building a surplus for unexpected events.
 

Develop comprehensive financial planning

Proper long-term financial planning requires time, skill, discipline and confidence. LPL Financial at Mountain America Credit Union is here to help you stay the course. Our team of qualified wealth advisors is trained to estimate your financial needs, manage the impact of taxes and pursue portfolio diversification. We can also help you work toward managing the emotions involved in decision-making and keep your long-term strategy on track.

Begin a holistic, wealth-planning process today

Contact our experienced professionals by clicking the button below or calling LPL Financial at Mountain America at 1-800-540-7670 or 801-325-6260.

 

Schedule a consultation

 

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For a list of investment products and services offered by LPL Financial located at Mountain America Credit Union, and their definitions, click here.

Meet the Team

Your wealth management professionals

Get the help you need from our advisors and support staff.

Retirement Planning

Guessing is not a retirement plan

Let our advisors help you develop a strategy for retirement.

Business 401(k)

Enhance the appeal of your business

Enjoy the benefits of a retirement plan option for you and your employees.