Investment Services Help You Plan for the Future

Develop a plan for your family and for future generations with the help of GECU Investment Services.1

Planning Ahead and Trusts

Benefits of our wealth management & investment services

  • Be prepared: Enjoy peace of mind because you are ready for the future. We can help you with retirement planning, finding other sources of income during retirement, and determining when it is best to start using Social Security.
  • Protect your wealth: Our financial advisors can help you get the most out of your estate planning investments to protect your money, property and belongings after unexpected life events.
  • Specialized services: We will assist with investments for your special-needs wealth management plan, long-term-care planning, estate planning, and more.
  • Sound advice: We’re here to help develop a unique plan to manage your wealth for future generations.
  • Grow your knowledge: We offer a variety of wealth management education seminars, including the basics of estate planning and more. 
  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  

  • Get started by scheduling a no-cost, no-obligation appointment now by clicking the button below or by calling 915.774.1765.


Plan ahead with investment services

Estate Planning

Take control of your investment assets and protect your hard-earned wealth.
Take control of your investment assets and protect your hard-earned wealth.

Best for: Members ready to plan for the future.


  • Open an IRA and enjoy the tax benefits of an IRA with flexibility and control
  • Gain the benefits of asset management

Financial & Wealth Management Education

We want you to be as knowledgeable as possible about our investment products and services and how they can help you reach your financial goals. Join one of our seminars and get started!
We want you to be as knowledgeable as possible about our investment products and services and how they can help you reach your financial goals. Join one of our seminars and get started!

Best for: Members who are ready to learn more about our investment services.


  • Learn why long-term-care planning is important to your retirement plan and how inflation may affect it
  • See how our team of advisors can help you maximize the value of your assets

Wealth Management Calculators

Use one of these calculators to see how our team can help you reach your financial goals. 

Future value investment calculator
Savings goal calculator
Retirement nest egg calculator
401k vs. Roth/Traditional IRA calculator


Planning Ahead and Trusts
We’re Here to Answer Your Investment Services Questions
  • When should I begin planning for retirement?
    It is recommended to start saving for retirement as early as possible so your savings will have time to grow. Schedule a no-cost, no-obligation appointment to discuss your retirement options or call 915.774.1765.
  • How much do I need to invest?
    The amount of money that you need to start investing will depend on the investment products that you are investing in. Schedule a no-cost, no-obligation appointment to discuss your investment options or call 915.774.1765.
  • What is a will?
    A will is a written document that expresses a deceased person’s wishes that becomes active after a person’s death.
  • When should I begin estate planning?
    Starting an estate plan is based on your individual financial needs and goals. Schedule a no-cost, no-obligation appointment to discuss your estate planning options or call 915.774.1765.
  • Do I need to get a lawyer?
    Yes, we suggest that your attorney drafts your will, trust or any financial contract that you would like a fiduciary to administer.
1Securities 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. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. 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

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.

Your Credit Union (“GECU”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay GECU for these referrals. This creates an incentive for GECU to make these referrals, resulting in a conflict of interest. GECU is not a current client of LPL for advisory services.

Please visit for more detailed information.


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GECU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by GECU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from GECU.

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