INVESTMENT SERVICES

Estate Investment Plan

GECU Investment Services1 can help you establish an estate plan2 that will bring you and your loved ones’ peace of mind through each stage of life or after an unexpected event.

Estate Planning

Benefits of estate planning with GECU Investment Services

  • Specialized product offerings: We offer products and services like IRAs and more — all created with your financial well-being in mind.
  • Designed for you: Our local team of financial advisors can help you develop a unique plan based on your short- and long-term financial goals.
  • Sound advice: We're here to help you develop a plan so your family and loved ones have peace of mind.
  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  

 

Set up a no-cost, no-obligation appointment to discuss your estate planning options with one of our financial professionals or call us today at 915.774.1765.

We’re Here to Answer Your Estate Planning Questions
  • How do I start an estate plan?
    Estate planning begins with reaching out to an attorney to develop a will and accompanying documents. A financial advisor can help develop a long-term strategy and begin executing your wishes with a trust. Schedule your no-cost, no-obligation appointment or call us today at 915.774.1765 to learn more.
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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

2Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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