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Investment Advice You Can Trust

LPL Investment Services

Investment Advice You Can Trust

Investments

Identifying areas of potential opportunity for clients is just as important as the potential pitfalls, and investing with disciplined and time-tested strategies can make a meaningful impact on long-term investment results.  

The process of investing that LPL Financial Consultants use gives our clients a priority list of step-by-step action items for investing.  LPL Financial Consultants combine several savings and investing vehicles, which potentially include:

  • Employer Retirement Plan (if available)
  • Emergency Savings Accounts
  • Roth IRAs
  • Traditional IRAs
  • Debt Repayment
  • Annuities
  • Life Insurance Retirement Plans (LIRP)

Ready to get started?

Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606

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. Rivermark Community Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas.

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

 

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

 

Not NCUA Insured No Credit Union Guarantee May Lose Value