Get clear direction for the journey ahead with help from our team of experienced advisors.
Schedule your free consultation or register to attend a seminar.
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Build Your Financial Future
Financial planning begins with your first paycheck and continues through every stage of life. From buying a home to paying for college, preparing for retirement to creating a legacy, your goals require sound financial management and individualized strategies.
- Am I prepared for the unexpected?
- What are my long-term goals?
- How much do I need to save for retirement?
- Does my portfolio align with my needs and values?
By taking the time to review your financial goals and prepare for the future, you might accomplish more than you ever imagined.
Schedule a complimentary, no-obligation appointment today. You can reach us directly by email or by calling 800-533-6773, ext. 2468.
Financial Planning Services
The first step in working toward financial independence is assessing your goals, time frame and risk tolerance. Our advisors work with you to develop a financial plan that supports your philosophy and objectives.
Our services include:
- Life Insurance – Seeking to improve your safety net.
- Education Funding – Covering children’s college costs.
- Tax Solutions* – Understanding and managing your tax burden.
- Portfolio Management – Building and rebalancing a diversified portfolio.
- Inheritance & Wealth Building – Preserving your wealth for the future.
- Retirement Planning – Funding retirement.
- Retirement Income – Distributing retirement funds.
- Estate Planning – Arranging the bequest of assets.
- Health & Long-term Care Planning – Navigating health care options in retirement.
Simplify your financial life by focusing on the right products for your unique needs and goals. Our advisors can help you clarify your financial priorities, keep your long-term strategy on track, and consult with you at key decision-making moments.
About Wealth Management
Guided by a team of experienced financial professionals, Wealth Management at UW Credit Union partners with LPL Financial to provide personalized retirement and wealth management services for a range of client goals and portfolio objectives.
LPL Financial is the nation’s largest independent broker-dealer**, supporting financial institutions and advisors with the tools and technology to deliver comprehensive investment services for clients across the country.
Meet Our Team
Our trusted, experienced wealth management professionals are based locally in Madison and Milwaukee. Learn more about our dynamic team and connect with individual advisors.
Check the background of wealth management professionals associated with this site on FINRA's BrokerCheck.
Schedule a Free Consultation
Whether you’re a new or seasoned investor, or simply want a second opinion, our advisors are here for you with complimentary, no-obligation appointments.
Or, call us directly at 800-533-6773, ext. 2468.
*Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.
**As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
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. UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union.
Securities and insurance offered through LPL or its affiliates are:
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.
UW Credit Union 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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.