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Becoming a successful business owner means you not only have to worry about building a solid financial plan for yourself and your business, but also having good benefits available to your employees. Our complimentary financial planning services can help your business grow, attract quality employees, and provide your company with a long-term financial partner.

Through LPL Financial we can provide:

  • SEP, KEOGH, and IRA Plans
  • Financial and Estate Planning
    • Group Insurance
    • Retirement Plans
    • Key Employee Insurance
    • Succession Planning

Contact a LPL Financial Consultant today at 509.378.3380.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Gesa Credit Union deposits and are not NCUA insured. These products are not obligations of Gesa Credit Union and are not endorsed, recommended or guaranteed by Gesa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Financial and Gesa Credit Union are not affiliated.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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