We can help you with your personal investment plan.

Each member has his or her own unique financial goals. Our Investment Team will sit down with you to help clarify those goals and develop a strategy for reaching them. We may ask that you bring in a copy of your taxes, insurance documents, retirement statements, trusts/wills and any investments you may have. We believe the only true way for us to offer guidance that matters is to find out as much as we can about you, your current financial condition and past investment experience. We look forward to developing a plan that will work for you.

Some of the Strategies we may employ:

  • Wealth Accumulation and Transfer Strategies
  • Estate Planning and Preservation
  • Retirement Planning
  • Long Term Care Planning
  • 401-K Rollovers
  • IRA & TSA Transfers
  • Traditional and Roth IRAs
  • Generational and Stretch IRAs
  • Pension Maximization Planning
  • PERS and Pension Planning
  • 529 College Savings Plans

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington

Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC.

Not NCUA Insured
No Credit Union Guarantee
May lose Value

TLC Federal Credit Union and TLC Investment Services are not affiliated with LPL Financial.