There are many important financial decisions that must be made throughout someone’s life. 1st MidAmerica Retirement Services, located at 1st MidAmerica Credit Union, is available to help members with all their financial needs.
Whether you're a newly married couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, a financial advisor can help you work toward your financial goals.
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Work with Someone You Can Count On
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
A financial advisor can assist you with:
- Retirement Planning
- Investment Planning
- 401(k) Planning
- Insurance Planning
- Education Funding
- Estate Conservation
- Wealth Management
Contact one of our financial advisors today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Brent Fulkerson, Financial Advisor
Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
How much retirement income will you need? How long will your savings last? How much can you save for college? And more!
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.1st MidAmerica Credit Union and 1st MidAmerica Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 1st MidAmerica Retirement Services, and may also be employees of 1st MidAmerica Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st MidAmerica Credit Union or 1st MidAmerica Retirement Services. Securities and insurance offered through LPL or its affiliates are:
Your 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 detailed information.
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.