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WE'LL HELP YOU PLAN TO ACHIEVE YOUR FUTURE FINANCIAL GOALS.

HOW CAN WE HELP YOU GET THERE?
Investment Planning

INVESTMENT PLANNING
College Planning

COLLEGE PLANNING
Asset Management

ASSET MANAGEMENT
Asset Diversification

ASSET DIVERSIFICATION
Tax Planning

TAX PLANNING
Retirement Planning

RETIREMENT PLANNING
Estate Planning

ESTATE PLANNING
Living Trust

LIVING TRUST

INVESTMENTS FAQs

What is an Individual Retirement Account (IRA)?

An IRA is a savings or share certificate account that allows a member to save for either retirement, education or a secure future.

How can I determine the best Individual Retirement Account for my financial needs?

We advise you to consult with a financial counselor, tax preparer or Certified Public Accountant.

Can the Credit Union help me decide on how much I should save for retirement?

While the Credit Union does not offer financial planning, we have partnered with financial advisors to assist in answering those questions regarding your future financial needs. They can be reached at investments@LouisianaFCU.org.

MEET WITH A FINANCIAL ADVISOR WHO WILL HELP YOU GET THERE.

Complete the form below to request an appointment with a financial advisor.
Appointments are available Monday through Friday.

Investment Services

 

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At times, we may provide links to sites outside the control of our institution. We do not make any representations concerning the linked sites' contents or availability. You should review each site's privacy and information security policies carefully before you enter confidential information. Deposit and loan products offered by: Louisiana Federal Credit Union, a division of OnPath Credit Union, Member NCUA, An Equal Housing Lender Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government National Credit Union Administration, a U.S. Government Agency.

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