Partners Wealth Management
As a department of the Credit Union, Partners Wealth Management prides itself on delivering the same high quality, professional service our Members have come to expect.

Who likes planning for the future? We do! The representatives at Partners Wealth Management take the time to get to know you, your family and your financial goals for the future. They provide solid, professional advice on ways to achieve those goals. If you're a Partners Member, you can enjoy a free consultation with a Partners Investment Services professional. Experience a free portfolio review discuss financial plans for the future, and more.

At Partners Wealth Management we never forget how important our Members are to us. When you schedule your initial consultation with a financial consultant, you'll receive:

• Value-added benefit of a free personal portfolio review
• A complimentary 401(k) assessment
• Professional advice on your financial goals

It's our goal to ensure that you have the optimal investment plan in place to realize your financial objectives.

Set up your complimentary consultation today! Call 800.948.6677, option 6 or email us today to schedule your private appointment.

Securities and insurance products offered through LPL Financial, Member FINRA/SIPC. Not NCUA Insured. No Credit Union Guarantee. 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, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MT, NM, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY.

Building A Financial Future
It makes sense to invest with an organization you already know and trust. The seasoned financial consultants at Partners Wealth Management deliver the experience and expertise necessary to help you build your financial future.

Now, more than ever, consumers are reliant on consultants to design investment plans to meet their growing needs. Whether you’re planning for retirement, a college education for your kids, or simply seeking effective asset management, our financial consultants will assist you in working towards your desired goals.

That's why Partners Wealth Management is such a smart choice. Our financial consultants offer a complete range of investment products and services while giving objective counsel. Since Partners Wealth Management is department of Partners Federal Credit Union, you can be assured that you will receive unbiased advice as we do not work for, nor are obligated to, any particular fund or investment firm.

Securities and insurance products offered through LPL Financial, Member FINRA/SIPC. Not NCUA Insured. No Credit Union Guarantee. 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: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MT, NM, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY.

Personal Investment Planning
The investment options available today are seemingly infinite. That's why we created Partners Wealth Management. Our Wealth Advisors have years of education and experience navigating the investment landscape, so whether your financial affairs are relatively simple or very complex, working with one of our professionals can help you achieve your financial goals.

We can provide insight on how to:

• Fund your retirement
  Even if you have accumulated the financial resources for what could be 15, 20, or 30 years of retirement, you will need a plan to maximize and protect those assets for as long as possible.
• Purchase a quality education
  College costs continue to rise at an average annul rate of 3% to 5%.*
• Develop a realistic investment plan
  A plan should seek to achieve your desired level of return without taking on more risk (or more kinds of risk) than you can tolerate.
• Protect current and future assets
  Without proper insurance and estate planning, all your other planning could be wasted, depleted by circumstances beyond your control.

*Source: The College Board. Securities and insurance products offered through LPL Financial, Member FINRA/SIPC. Not NCUA Insured. No Credit Union Guarantee. 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: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MT, NM, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY.