Do you wish that you could consolidate all of your financial accounts at DCCU? Well you can! For over 20 years, Member Investment Services (MIS) has been assisting members with their financial planning and investment needs.

Everyone has unique financial challenges, objectives and goals. MIS can help develop a strategy geared toward your needs. Member Investment Services offers independent, professional guidance in the following areas:

• Retirement planning (401k, Roth and Traditional IRAs, etc.)
• Annuities (Fixed, variable, indexed, etc.)
• Estate planning
• College planning
• Tax-advantaged investing
• Precious metals
• Other investment products (stocks, bonds, mutual funds, insurance)
• Insurance (Long Term Care, Life Insurance)

Contact a member of MIS at 540-946-3209/540-946-3211 or email us at MISdccu@lpl.com to schedule a free consultation.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principle. This material was prepared by LPL Financial, LLC.
Your Credit Union (“Financial Institution”) 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.
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. DuPont Community Credit Union (DCCU) and Member Investment Services (MIS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using MIS, and may also be employees of DCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DCCU or MIS. Securities and insurance offered through LPL or its affiliates are: