Retirement Planning

We give advice based on what's best for your retirement, not our own.

Live for Today - Plan for Tomorrow

Most people think of retirement as a time to enjoy family and friends, travel the world, and do the things that make you happy. With proper planning and careful management, you can enjoy the type of financial independence that enables you to do just that. Affinity Investment Services1 can help you prepare to:

  • Understand your investment alternatives
  • Manage disbursements and transfers
  • Review tax ramifications

Schedule your complimentary consultation today and start planning for tomorrow!

Contact an Affinity Financial Advisor

Retirement Plan Options

Choose from a variety of retirement plan options, for your personal and business needs, including:

1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.