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Financial Planning Strategies

It’s never too late to prepare for your financial future. Depending on where you are in life, that might mean building your nest egg, protecting your investments, or ensuring a comfortable retirement.

Family Security Credit Union offers individualized financial advice tailored to your specific needs and goals through Financial Advisor Jason Healey at LPL Financial.

Jason has the experience and knowledge to help you:

  • Build your base by evaluating your insurance protection needs
  • Accumulate assets for the future whether investing for retirement or education
  • Manage wealth
  • Create a retirement income
  • Plan your legacy

Check Jason’s background at FINRA's BrokerCheck.

 

LPL Financial

Securities 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. Family Security Credit Union and FSCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FSCU Investment Services, and may also be employees of Family Security Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Family Security Credit Union or FSCU 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

View the LPL Financial LLC (LPL) Relationship Summary

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 (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please view the LPL Financial relationship disclosures for more detailed information.

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