Wealth Management

Plan for your future!

Planning for the future can be a daunting task. Having an advisor create a roadmap with you can help you avoid the detours and potholes that can slow a trip down or send it off track. To help you get where you want to go you can turn to West-Aircomm Wealth Management, available through LPL*. Whether you want to map out a long-term strategy or get a portfolio check-up, this team can help get your personal finances into better shape. LPL can help you review your goals and identify the financial services that will assist you in achieving your goals, such as:

• Reviewing Your Current Financial Plan

• Retirement Planning

• IRA, 401(k), 403(b), 457 plans, and TSP Rollovers

• Retirement Income Strategies

• Education Funding

• Life and Long Term Care Insurance

We believe in planning for your future today. As part of our dedication to your financial success, West-Aircomm Wealth Management, available through CUSO Financial Services, LP, provides you access to our professional investment services and strategies for all members. Contact Kaitlyn Ash at 724-770-5904 to schedule a no obligation appointment with an investment professional today.

Wealth Management

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. West-Aircomm Federal Credit Union and West-Aircomm Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using West-Aircomm Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, West-Aircomm Federal Credit Union or West-Aircomm Wealth Management. 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 or May lose value.

 Your Credit Union (West-Aircomm FCU) 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 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. West-Aircomm Wealth Management is not registered as a broker-dealer or investment advisor.