Services

Because your dreams shouldn't be left to chance

PSECU has contracted with LPL to make non- deposit investment products and services available to credit union members. PSECU Financial Services is here for you when it comes to planning your future and taking care of the ones you love.

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FULL SERVICE FINANCIAL PLANNING

A comprehensive look at your situation, goals, objectives and resources. We work with you to develop a plan to get you where you want to be.

COLLEGE EDUCATION PLANNING

We’ll help you design a plan that may provide the funding necessary to pay for the education of your children or grandchildren.

RETIREMENT & RETIREMENT INCOME PLANNING

Plans specifically designed to help you pursue the retirement you desire, and to help you create a predictable income distribution plan and efficiently use your assets.

LONG-TERM CARE PLANNING

No one expects to need help, but you should have a plan in place. This is not just simply buying long-term care insurance – you may not need it for your plan. We strive to ensure your assets are protected if you should need long-term care.

ESTATE PLANNING

More than “who gets your stuff” planning. We work with you to help ensure you have effective and efficient asset management; the proper documentation; and navigation of the tax systems to provide you with comfort and confidence in your estate allocation.

BUSINESS SERVICES PLANNING

We help businesses provide retirement plans such as 401(k); 403(b); SEPs; SIMPLEs; deferred compensation plans; Supplemental Employer Retirement Plans, and many others. We can also help develop and fund Buy/Sell Agreements, Key Person plans, and other options.

PSECU Financial Services does not provide tax or legal advice. Please consult a tax or legal advisor for guidance. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

pfs@psecufinancial.com   |  800.831.7171