• What are annuities?
    An annuity, also known as an income annuity, is a contract between you and an insurance company. It is designed to protect and grow your money, and then, provide a stream of income during your retirement.
  • How do I know which annuity is best for me?
    Annuities come in many forms and the best type will depend on your financial goals. Schedule an appointment today to discuss your options or call us at 915.774.1765.
  • What does it mean to have a diversified portfolio?
    A diversified investment or retirement savings portfolio is a combination of various investments designed to reduce the investor’s overall risk profile. However, diversification does not ensure a profit or guarantee against a loss.
  • What is a financial professional?
    Our financial professionals are here to help you with sound investment principles that fit your financial goals. Schedule an appointment today to discuss your options or call us at 915.774.1765.
  • Are investments insured?

    Investments are not federally insured and may lose value. Some investment options, including fixed annuities, may be insured by an insurance company. To find out more details on your options, schedule an appointment today or call us at 915.774.1765.

Boost your retirement savings with the benefits of annuity income

Annuity options allow you to choose the product that best fits your financial plan, goals and needs.

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1Fixed 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. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to marked risk and may lose value.

2Securities 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. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. 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 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.

Your Credit Union (“GECU”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay GECU for these referrals. This creates an incentive for GECU to make these referrals, resulting in a conflict of interest. GECU 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.


LPL Financial Form CRS.

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