Retirement Planning
We’ll design an investment plan for you to help pursue all your retirement goals. It’s never too early to start planning for retirement.
Investment Portfolio Analysis
Let's take a deep dive into your investment plan. Our team will keep you informed on how your investments are performing, and make adjustments as needed.
Annual Portfolio Review
Our financial consultants will review your investment strategy and make necessary adjustments as needed. We will help guide you to the right path of stability and growth.
Estate Planning
Come up with a plan for preservation of wealth from generation to generation. It’s never too soon to start planning for the future.
Mutual Funds
Choose a broad offering of professionally managed investment products to align with your portfolio strategy.
Variable and Fixed Annuities
Choose an investment option that balances your growth, income and stability.
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC 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 visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.
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. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives 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.
LPL Financial Form CRS - www.lpl.com/CRS