Access Your Investment Account
LPL Account View enables you to access your investment account information online.
ShareBuilder
Click here for information about ShareBuilder, a unique online stock buying service with no minimum account balance or investment amount.
Mutual Funds
Through LPL Financial, the professionals of The Investment Department at North Island Credit Union makes available quality, non-proprietary mutual funds.
Annuities
A fixed annuity allows you to "lock in" an interest rate for a specified period of time. The interest rate is usually higher than money market or certificate rates. And, the insurance company guarantees 100% safety of your principal and interest, although all guarantees are based on the claims paying ability of the issuing Insurance Company.
Individual Retirement Accounts
One of the best tools to plan for a more secure retirement is the Individual Retirement Account (IRA). Determining which IRA is best for you—Traditional, Roth Rollover or Roth Conversion—needs to take into account both your current and future financial situations. We can assist you with any of these options.
- Traditional IRA
- Roth IRA
- Roth Conversion IRA
Services
Visit an LPL Financial Advisor at any Island Branch for a personalized financial planning consultation--a blueprint for your financial future.
Planning and Needs Assessment
- Your long- and short-term financial goals are reviewed
- Your assets, liabilities, cash-flow, living expenses and tax bracket are taken into consideration
- Your needs regarding immediate income, educational expenses, and retirement income are assessed
- Your investment risk tolerance is determined
Recommendations
LPL Financial Advisors recommend a diversified asset allocation strategy and variety of insurance programs based on your needs.
- Specific investment and insurance products will be determined
- Contribution schedules will be set up
- You will be assisted with the paperwork and other purchasing details
Review
LPL Financial Advisors will review your investments:
- You'll receive regular statements and yearly reports
- When appropriate, investment strategies will be re-evaluated and changes in your investments suggested
Financial Plan Checklist
To make the most of your meeting with your LPL Financial Advisor, please refer to the Document Location form (requires Adobe Acrobat Reader to view) for items to bring.