Financial planning

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Our financial professionals offer personalized guidance that supports your goals. We use competitive technology to develop your individualized plan, analyze opportunities, and evaluate results.

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Financial planning for all aspects of your life

Investment Services

Our financial professionals can create a personalized investment plan based on your goals to help make your money work for you.

Retirement Planning

Whether you’re just starting out or getting ready to retire, we can help you plan for a confident future. Our financial professionals put you first.

Small Business Retirement Plans

As a business owner, you can save for your own retirement and attract talented employees by setting up a plan for your organization.

Education Savings Accounts

A 529 plan or Coverdell Education Savings Account make it easy for you and other family members to save for your child’s education.

Learn more about financial planning

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401(k) Rollover to IRA: What You Need to Know

One thing that many people forget when they change jobs is their 401(k). Should you roll over your 401(k) to an IRA? Here's what you need to know.

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What to Do With an Inheritance

Receive an inheritance? Here are the dos and don’ts.

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5 Reasons Why Everyone Needs a Financial Plan

Here’s why everyone, regardless of age or wealth, needs a financial plan.

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Our financial professionals are here to help. Get in touch with a member of our team for a complimentary, no-obligation consultation.

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Check the background of 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. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & 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

 

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 visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

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.

LPL Financial Form CRS

CA Insurance License Information
Bryanna Gleason I Domicile: CA I 14250 7th St. Victorville, CA 92395 I California Insurance #0H30143
Mike Klopfer I Domicile: AK I 500 W 36th Ave., Suite 410 Anchorage, AK 99503 I California Insurance #0L84918