What happens to your wealth when you're no longer here?
You've worked for decades to accumulate your wealth. Be sure you have a plan for the future. It's important to ask yourself:
- Do you know where all of your assets are?
- Have you reviewed all of your beneficiaries?
- Have you clearly communicated your wishes to your family members?
- Do you have the right documents in place?.
Meet with our Wealth Advisors to help ensure your wishes are communicated and documented appropriately. We can help you put your plan in place to help ensure that everything transfers to your heirs the way you intended.
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. Community Choice Credit Union and Community Choice Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Choice Investment Services, and may also be employees of Community Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Choice Credit Union or Community Choice Investment Services. Securities and insurance offered through LPL or its affiliates are:
*Not Insured by NCUA or Any Other Government Agency | Not Community Choice Credit Union Guaranteed |
Not Community Choice Credit Union Deposits or Obligations | May Lose Value
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