Wealth Management with LPL Financial

If you are looking for holistic,long-term financial planning that fully considers personal investments, tax strategies and estate planning, LPL Financial at Mountain America can help.

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Wealth Management with LPL Financial

If you are looking for holistic,long-term financial planning that fully considers personal investments, tax strategies and estate planning, LPL Financial at Mountain America can help.

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, minimize the impact of taxes and pursue portfolio diversification. They also can help reduce the emotions involved in decision making and keep your long-term strategy on track.

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 to 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.

Begin a holistic, wealth-planning process with an experienced professional today. Call LPL Financial at Mountain America at 1-800-540-7670 or 801-325-6260.


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

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