Financial Planning at SCCU
Developing a successful financial plan involves taking into consideration your personal goals and preferences in order to meet your unique needs. For example, financial planning can be used to set up a college fund for your children or a retirement fund for yourself. You'll also need to consider the level of investment risk with which you are comfortable and the amount of time you have to reach your specific goals.
SCCU provides the following financial planning services:
- Asset Allocation
- Comprehensive Planning
- Retirement Planning
- College Planning
- Estate Planning
- Insurance Review
¹ Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Space Coast Credit Union and Investment Services at Space Coast Credit Union are not a registered broker/dealer and is not affiliated with LPL Financial.
- NOT NCUA INSURED
- NO CREDIT UNION GUARANTEE
- MAY LOSE VALUE
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: Florida.
² Investment options subject to minimums; see LPL Financial Advisor for details. For tax advice, please consult a qualified tax professional.
This site is designed for U.S. residents only. The services offered within this site are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.