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Managing your investments and your future

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

NIHFCU Wealth Advisors is designed specifically to help pursue your needs.

Discover the services we offer to help you pursue and position your financial future.

INVESTMENT STRATEGIES

IRAs, Mutual Funds, Managed Accounts, Annuities, Stocks & Bonds

  • Let us help you navigate the complexities involved in building a sound investment strategy with a plan to create success for you and your family’s future.

INSURANCE SOLUTIONS 

Life Insurance, Long Term Care, Annuities

  • Our programs are designed to help you find peace of mind knowing you’ve done the right things to protect you and those you love.

RETIREMENT & COLLEGE PLANNING

Saving for Retirement, Living in Retirement, Saving For College

  • From sending the kids to college to completing your last day of work, let us help you create an achievable and disciplined savings plan that works for your goals.

What to expect when working with us?

Whether you are just starting out or an experienced investor, our straightforward, needs-based and consultative approach to financial planning and investment management helps to develop a custom program that supports you and your family’s future.

  • Collect Information – We take all the time needed to learn more about your financial situation and goals. Whether in-person, by phone or mail, we will work around what is best for you.

  • Analyze and Recommendation – We study your situation carefully, then recommend options based on your goals, and the foundation you may have already established.

  • Activate the Program – We then work closely with you to activate your plan. Any decisions you make and any actions you take are entirely up to you.

  • Conduct Periodic Reviews – We monitor your financial management program with you, keeping it on course to address your financial needs and goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

>>> We invite you to request a complimentary, no-obligation consultation or speak to a representative today.

See below for important disclosures
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Rates, fees and terms as of April 28, 2024 and subject to change without notice

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NIH Federal Credit Union and NIHFCU Wealth Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using NIHFCU Wealth Advisors, and may also be employees of NIH Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NIH Federal Credit Union or NIHFCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by the NCUA or Any Other Government Agency   I   Not Credit Union Guaranteed   I   Not Credit Union Deposits or Obligations   I   May Lose Value 

LPL Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.