Invest and Insure
The Columbia Invest & Insure team is here to help you make informed decisions about your long-term financial goals. Our services are offered through LPL Financial*, a registered investment advisor and broker-dealer.
PLAN FOR THE FUTURE
The planning experience.
Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. Our process allows us to understand your objectives, circumstances, and concerns so that we can empower you to make better financial decisions. Let an LPL Financial Investment Advisor Representative take you on a custom journey to assess where you are, where you need to go, and how to get there. We measure success one relationship at a time.
PLAN FOR THE FUTURE
The planning experience.
Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. Our process allows us to understand your objectives, circumstances, and concerns so that we can empower you to make better financial decisions. Let an LPL Financial Investment Advisor Representative take you on a custom journey to assess where you are, where you need to go, and how to get there. We measure success one relationship at a time.
Retirement
Planning
When do I want to retire? How do I create income that will last?
Estate Planning Strategies
Who do I wish to inherit my assets? What is the most efficient process?
Insurance
Planning
How can I protect my assets in the event of a long term disability?
Business Financial Services
What can I do to attract, retain, and care for quality employees?
Our Process
Discovery Meeting
An initial, no-obligation consultation to discuss the timelines, concerns, and personal objectives of your investment goals.
Education
Educating on the concepts, strategies, and disciplines unique to your specific identified objects so you’re empowered to make better financial decisions.
Plan Design
Identifying and modeling recommendations on features, costs, benefits, time horizons, and liquidity characteristics.
Implementation
Upon mutually agreeing to move forward, we’ll put our plan into action, guiding you through the process step by step.
Progress Review
On an ongoing basis, we’ll discuss changes in personal circumstances, quantify your progress, review asset allocation, and identify gaps, challenges, and opportunities.
MONEYGUIDEPRO
Our Planning Process
Create your own personalized plan for your life in retirement. The MoneyGuidePro experience makes it easy to create a quality financial plan based on your own individualized needs and goals.
MONEYGUIDEPRO
Our Planning Process
Create your own personalized plan for your life in retirement. The MoneyGuidePro experience makes it easy to create a quality financial plan based on your own individualized needs and goals.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Columbia Credit Union and Columbia Invest & Insure are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Columbia Invest & Insure, and may also be employees of Columbia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Columbia Credit Union or Columbia Invest & Insure. 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 website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Columbia 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 a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.