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Retirement Planning

We’re here to help you pursue your retirement planning goals.

Retirement is a big step and milestone in your lifetime, planning your financial journey is very important to ease the financial burden after retirement. A common fear is that clients won't be able to have a budget after they retire for the things they love, such as a hobby or the fun things. Our representatives work hard to provide clients with a better retirement plan and road map to pursue their goals.

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Consumer Retirement Services

It’s never too early to start planning for your retirement. After all, the sooner you begin, the more solid your retirement foundation can become. We can give you the confidence that you are on the right track to retirement.

Retirement planning doesn’t have to be complicated, a firm plan may provide you with confidence for the future. A good first step is speaking to a professional, one trained in the financial issues that impact you. We are happy to share our knowledge with you.

  • Retirement plan Rollover Services
  • Individual Retirement Accounts (IRAs)
    • Rollover IRAs
    • Roth IRAs
    • Spousal IRAs
    • Traditional IRAs
  • Learn more about a variety of retirement planning topics through a virtual or in-person seminar. Check out our upcoming seminars.

Read our 401(k) rollover guide to learn more.

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Business Retirement Services

Our team works closely with business owners to work toward financial stability. We help define a business owner’s retirement path as well as provide access to retirement planning and programs for employees. Today, businesses need to provide excellent benefits to attract quality employees. In this hotly competitive market, a first-rate retirement plan and benefits package can make the difference.

  • 403(b) Plans
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • Simplified Employee Pensions (SEP)
Business owner showing employees retirement options

Get Started

We can’t wait to start building a financial relationship with you. Your goals are our priority. Start by setting up a no-obligation consultation to discuss your current situation and your goals.

Call (888) 597-4516

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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 advisory services.

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

Not Insured by NCUA or Any
Other Government Agency

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The LPL Financial 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.