Está aquí: Home Breadcrumb Separator Invierta Breadcrumb Separator Eventos de la Vida


Gesa Investment Services Logo

Life is an incredible and complex journey. It's exciting, challenging, and full of surprises—good and bad. With any journey, it's necessary to have a map that will navigate you in the direction you want to go. A comprehensive personal financial plan is necessary to make the best of any situation life brings. As careers, family matters and economic conditions change, so do your goals and objectives. That's why financial planning is an ongoing, dynamic process.

At Gesa, LPL Wealth Advisors are here to provide you with financial solutions for life. Whether you're planning for retirement or funding your child's education, they can help you explore your personal options and develop an effective plan designed to work toward your goals. At Gesa, we are committed to act in your best interest. So you can expect honest and intelligent guidance that will cater to your needs.

We can help you with whatever life stage you are in:

  • Getting Started
  • Changing Jobs
  • Estate Planning
  • Retirement Planning
  • Business Planning
  • Long Term Care

It's never too early or too late to plan for your future. Call 509.378.3380 for more information.

Request Appointment

Getting Started

The first step toward building a secure financial future is to begin building a financial investment plan. Despite all the investment options out there, this can be a much easier step than you think. At Gesa, a LPL Wealth Advisor will meet with you to learn your needs and long-term goals.

Changing Jobs

A crossroads in your career could open a window to many investment opportunities. Whether you are leaving or changing jobs, there are many financial decisions to consider, for both your short- and long-term needs. It's important to note that leaving your job does not have to mean leaving your money.

The first thing to do is ensure that your life and health are insured. Then, you'll want to decide what you should do with your retirement plans. People who switch employers are often faced with a big decision: what to do with the money they have accumulated in their 401(k)-retirement plan? You can either keep your current plan, start a new employer's plan, or you can move your eligible retirement fund to your own individual Rollover IRA account to maintain the tax-deferred status of the earnings in your account.

Whatever road you decide to take, Gesa can help guide you along and make sure you're aware of the options available to you during such transitions. A LPL Wealth Advisor will evaluate the financial decisions you are facing and help you make informed decisions with your money.

Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested, it's time to focus on how your assets will be managed after your death.

Whatever road you decide to take, Gesa can help guide you along and make sure you're aware of the options available to you during such transitions. A LPL Wealth Advisor will evaluate the financial decisions you are facing and help you make informed decisions with your money.

Retirement Planning

We all seem to be anxiously waiting for the day when we aren't spending long days at the office: the day we can finally take that trip to the Bahamas or enjoy those afternoons on the golf course. Most people envision their retirement as the time when they can live a life of leisure.

However, retirement does not simply begin at 65. The road to retirement is a journey that could span a significant portion of your life. Whether your retirement is next year or 20 years from now, it's vital to have a solid plan. A successful retirement depends on how skillfully you plan and invest because, these days, people are not getting the same benefits they used to. You can no longer rely solely on a pension or Social Security. Whether you utilize tax-advantaged savings plans such as 401(k)s or IRAs, it's important to map out your financial future so you can have confidence today and freedom tomorrow.

For many, planning for retirement may seem like a daunting task, with endless questions. How much money will you need to retire? What IRA is best for you? What is the best way to preserve my estate? What options are going to give me the best tax advantages?

We all want to enter retirement with excitement, not anxiety. Don't let retirement sneak up on you. Reduce your fears by planning ahead.

At Gesa, LPL Wealth Advisors are here to give you an honest, realistic approach to your retirement options. A LPL Wealth Advisor will assess your personal needs and work with you to build a comprehensive plan to help you work toward your long-term financial goals.


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.

Igualdad de Oportunidad en la Vivienda