GECU Investment Services

Retirement Services

Feel confident before and during retirement with the help of GECU Investment Services.1

Retirement Services

Retirement services made for your future

  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
  • Prepare for retirement: Our financial professionals are here to help develop a retirement plan that will allow you to continue living your current lifestyle. We can also help you find other sources of income during retirement. We’re here to guide you through the entire process!
  • Diversify your portfolio: We can help you create a portfolio with multiple investment options, based on your goals and preferences, such as mutual funds, exchange-traded funds (ETFs), stocks, bonds and more.
  • Retire with confidence: Our team of experienced financial professionals is here to review your portfolio regularly, evaluate risks, answer your questions and guide you at any stage of life. We want you to feel confident knowing we’re with you.
  • Grow your knowledge: We offer a variety of retirement resources for beginner and experienced investors, including the basics of investing, retirement planning and more.

Get started by scheduling a no-cost, no-obligation appointment now by clicking the button below or by calling 915.774.1765.
SCHEDULE APPOINTMENT
ACCESS YOUR INVESTMENT ACCOUNT

OUR RETIREMENT PLANNING SERVICES

Build a viable retirement with ease

Retirement Planning

Let’s work together to determine your retirement goals and develop a plan that fits your needs.
Let’s work together to determine your retirement goals and develop a plan that fits your needs.

Best for: Members beginning their retirement planning journey.

 

  • Establish a long-term-care plan, investment management account or insurance
  • Our retirement services offer 401(k) distribution services,2 Roth and traditional IRAs, and more
  • Learn about annuities, wealth preservation and wealth management
Schedule an appointment

Retirement Calculators

Use our helpful calculators and other tools to estimate your retirement income.
Use our helpful calculators and other tools to estimate your retirement income.

Best for: Members getting ready for retirement.

 

  • Learn how long your retirement savings will last
  • Determine how much you need to save to continue to live your current lifestyle
  • Calculate how much life insurance will cost
Use retirement calculator

Investment Calculators

Use one of these useful calculators to see how investment services, such as mutual funds, exchange-traded funds (ETFs), stocks, bonds and more can help you reach your financial goals. 

• Net worth calculator
• College planner
• Retirement budget estimate
• Social Security calculator
• Savings goal calculator and more!
 
VIEW INVESTMENT CALCULATORS
Retirement Services
We’re Here to Answer Your Retirement Services Questions
Retirement Services

FINRA BrokerCheck

You need someone that you can trust to handle and oversee your investments, and help you navigate through your financial roadmap. Let our experienced, professional team help you customize a plan that works for you and your dreams.

Check the background of these investment professionals on FINRA's BrokerCheck and their financial professional information.
LEARN MORE

Disclosures

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1Securities 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.


2Prior to requesting a rollover from your employer-sponsored retirement account to an individual retirement account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA.

 

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BEFORE YOU GO

You are being redirected to another website that is not owned or operated by GECU

GECU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by GECU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from GECU.

 

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