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Investment Planning

Build and manage your wealth

When planning for your financial future, it is important to find the right balance of investments. Experienced and reliable guidance can help you build a resilient portfolio that performs regardless of economic uncertainty.

 

A licensed LPL Wealth Advisor will focus on your individual needs and goals to develop a customized financial plan. Whether you’re building a financial plan from the ground up or moving your current investment portfolio to a quality service provider, we are here to serve your needs.

 

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Financial planning as a family

Asset allocation

As your goals and needs change over time, your portfolio needs to adapt with you, with appropriate updates. Asset Allocation* divides your investment portfolio into different asset classes to buffer your investments against the impact of economic highs and lows. LPL Wealth Advisors offer competitively priced access to portfolio management resources for Gesa members.

*Asset allocation does not ensure a profit or protect against a loss.

Smart asset protection takes planning

Insurance is a critical piece of any retirement plan and asset protection strategy.  Our partnerships with some of the best carriers in the insurance industry allow us to offer access to a comprehensive line of insurance products to suit a variety of needs and price points.

Permanent life insurance

There are several ways to protect your family if you pass away while accumulating tax-advantaged savings to give you options for later in life. You can supplement retirement income, offset long term care expenses, or tailor an estate planning strategy that will distribute your wealth efficiency to future generations.

 

Life insurance can be used for income replacement or to provide a death benefit. Term insurance is an inexpensive option that can cover expenses upon death.

More from Gesa Investment Services

Retirement Planning

Guidance to support you through every stage of life.

Online Investing

Digital investing through Guided Wealth Portfolios.

Advisory Services

Let’s build your nest egg together.

BrokerCheck Link

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

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. Gesa Credit Union and Gesa Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gesa Investment Services and may also be employees of Gesa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gesa Credit Union or Gesa Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives 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.