“By failing to prepare, you are preparing to fail.”
– Benjamin Franklin
Financial Planning is a process not a product. Our individualized strategy is determined with implementation of a long-term management of an individual’s investments and overseeing the portfolio to pursue the achievement of the determined goals. Portfolios are created in a series of meetings to gather data, perform analysis to develop and implement a thorough plan to aim for success.
The initial meeting involves determining income, risk tolerance, and financial objectives. This information provides us with the essential tools needed to customize a plan that seeks to accomplish specific financial goals. Our comprehensive approach includes implementing an asset allocation strategy, managing investments for the long-term, and taking advantage of proper tax strategies. Our approach makes the individual a priority.
- Reviewing your current Financial Plan
- Create a Financial Plan
As your advisor the investments will be chosen based on an individual risk tolerance and financial goals. We determine the appropriate investments from our meetings where we gather your goals, risk tolerance, and financial objectives.
- Tax Efficient Investments
- Managed Portfolios Strategies
- Stocks, ETF’s, Bonds, Mutual Funds, Notes, CD’s
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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Alabama Teachers Credit Union and Alabama Teachers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Alabama Teachers Investment Services, and may also be employees of Alabama Teachers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Alabama Teachers Credit Union or Alabama Teachers Investment Services. 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
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, FL, GA, LA, MS, NC, TX.
Alabama Teachers 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 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.