Retirement Planning

Sound advice from our professionals

Part of the motivation to own a successful business is to reach the dream of an equally successful retirement. Give that gift to yourself and your employees by mapping out a strategy with one of our retirement planning professionals.*


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Our team can help you with:

  • 401(k) and 403(b) consulting
  • SEP and Simple IRAs
  • Small business retirement planning
  • Potentially accumulate more retirement income
  • Create strategies for pursuing a comfortable retirement
  • Diversify your financial portfolio
  • Profit sharing plans
  • Help keep inflation from diminishing your spending power
  • Manage your risk

Have questions?

Want to learn more about our retirement planning options? Let's connect!

​*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, AK, AZ, CA, CO, DC, FL, HI,  IL, IN, MA, MO, MT, NC, NV, SC, TX, UT, WA.

Check the background of this firm on FINRA’s BrokerCheck.