Home > Invest > Life Stages

SAIS Logo

 

A PLAN FOR EVERY STAGE OF LIFE

Myth: Financial planning is only for the wealthy or those close to retirement.

Absolutely not! In fact, everyone can benefit from financial planning. Whether you’re starting out, starting over, or starting to think about the next phase in life, your financial outlook will naturally shift as you move through life. So should your financial plans!

SCHEDULE YOUR CONSULTATION

Life Changes

YOU MAY NEED FINANCIAL ADVICE FOR

Changing jobs

Experiencing a change in employment is a perfect time to evaluate your 401(k) or other retirement investment plans and learn what options you have for your investments.

A growing family

A new marriage or a new baby can significantly impact your goals and your financial plan for working toward them. After all, college just around the corner. Learn about the tools you can use to save for an education, including 529 saving plans.

 

Approaching Retirement

What are you doing after work? Whether you’re still a few years away or already retired, let’s take a look at your current retirement plans and make sure you’re on track as you plan for an income stream in your retirement years.

Losing a loved one

What will happen to your money when you’re gone? Navigating the loss of a family member is an emotional and challenging time. Estate planning can help ease the burden of managing finances in the wake of a loss. 

 

 

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

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. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offerproducts and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. Theseproducts and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:

Disclaimer

The LPL Financial registered representative(s) 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.

Go to main navigation