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Personalize Your Retirement Planning

Making sure you have enough income in retirement can be a daunting task. Whether you are just starting your career or nearing retirement our Investment Representatives are available to explain the different retirement account options open to you, help you establish your own personalized retirement plan, and discuss different investment strategies with you.

Our Personalized Approach

At Wescom Financial Wealth Management, we understand that one retirement strategy does not fit all which is why our Investment Representatives start your retirement planning process with a complimentary consultation to assess your individual financial goals. We look at your entire financial picture to develop a personalized retirement plan to keep you aligned with your retirement goals.

Build Your Plan

Long-Term Partnership with Continual Reviews

Wescom Financial Wealth Management also recognizes that life has its changes — which is why we offer ongoing reviews of your financial plan and accounts to make sure your portfolio stays in sync with your long-term retirement goals.

Review Your Plan

Individual Retirement Account (IRA)

Wescom Financial Wealth Management offers traditional, SEP and Roth IRAs. IRAs are designed for retirement savings and offer specific tax advantages. Your CFS Financial Representative can help you determine which investment is right for you.

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401(k)

Get the most out of your 401(k). A LPL Investment Representative can help you consolidate, or rollover, and manage all of your employer-sponsored retirement plans to maximize your savings power. We’ll help you decide which investment is right for you.

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

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

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1-888-879-0558, for assistance. Please be assured that all products and services available on this website are available at all Wescom branches.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of this firm with FINRA Broker Check.

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1-888-4WESCOM (1-888-493-7266) for assistance. Please be assured that all products and services available on this website are available at all Wescom branches.

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Financial Planning

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Personalize Your Retirement Planning

Our Personalized Approach

Long-Term Partnership with Continual Reviews

Individual Retirement Account (IRA)

401(k)

Calculators