fbpx App Store Google Play
All Launch branches will be closed Mon., May 30th for Memorial Day   Learn More

Retirement and Investment Services

You now have access to a knowledgeable LPL Financial Advisor at Launch Retirement and Investment Services. Our professional can help develop strategies that effectively address the financial goals and objectives as well as the needs and concerns of our Launch Credit Union members.

 

Older Couple on a Tablet

Check the background of this investment professional on FINRA’s Brokercheck.

Retirement Services

  • Planning Assistance
  • Retirement Plan Rollover Services
  • Individual Retirement Accounts (IRAs)
    • Rollover IRAs
    • Roth IRAs
    • Spousal IRAs
    • Traditional IRAs
Are You On-Track For Retirement?
Retired Couple Smiling
Married couple meeting with their financial advisor

Financial Management

  • Developing achievable goals
  • Creating a savings and investment plan
  • Preserving financial freedom
  • Building net worth
  • Managing wealth
  • Creating income from assets
Determine Your Net Worth

Investment Management

  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Legacy planning
    • Charitable giving strategies
  • Executive services
    • Employee stock options
    • Restricted/controlled stock sales

 

Determine Your Investing Style
A family of four smiling
Young lady in graduation cap and gown

Education Planning and Funding

  • Planning assistance
  • Education savings accounts
    • 529 savings plans
    • Coverdell education savings accounts
    • Roth IRAs

Insurance Services

  • Disability income
  • Life
  • Long-term care
Set Up a Savings Schedule For College

*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. Launch Retirement and Investment Professionals are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Launch Retirement and Investment Professionals, and may also be employees of Launch Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Launch Credit Union or Launch Retirement and Investment Professionals. 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

Visit any branch location to open your account. For questions call 321-455-9400 (inside Brevard) or 800-662-5257 (outside Brevard).
Back to top