Financial Planning
Everyone needs financial planning but often it seems too complicated. Here you'll find information on building and preserving your assets. Let our financial planner develop a plan for you—free of charge.
Build Assets
Begin with these investments:
- Money Market Share Accounts
- IRAs
- Members® Trust Investment Accounts
- Investment Advisory Accounts
Preserve Assets
Determine which of these tools is best for you in controlling what happens to your assets when you're gone.
- Will
- Living Will /Healthcare Directive
- Healthcare Power of Attorney
- Financial Power of Attorney
- Trust
- Special Needs Trust
Schedule an appointment with a planner or trust officer today.
Call: 877.367.5428
Email: info@lgfcu.org
