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Financial Planning

Retirement, family planning, insurance, investments—yep, we do that!

Wouldn’t it be great if someone could be your guide toward your financial future? Poof! Your wish is granted. At Extra Credit Investments located within Extra Credit Union, we know that people are experiencing tough economic times. We say, don’t let it stop you.

At Extra Credit Investments, we can create a guide to pursue and maintain a strong financial foundation. Our on-site financial consultant seeks to earn your trust by helping you to:

  • Develop a long-term financial plan
  • Prepare for large life decisions
  • Explore several financial tools that may gain you higher yields

Steve Ellsworth, our on-staff financial consultant with LPL Financial, takes a holistic approach to financial planning. He’ll assist you at any stage of your life with a process to:

  • Gather important information to accurately understand your unique needs
  • Assess your short- and long-term goals, background and current assets
  • Evaluate where to direct your financial resources for the most successful outcomes
  • Consider wealth management opportunities

To learn more about how you may benefit from our financial consulting services, visit our designated Extra Credit Investments site, or schedule a complimentary appointment by calling Steve at (586) 276-3108.

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

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, FL, MI, NM, NY, VA.

 

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