Simplicity Retirement & Investment Services
Plan Your Future with Confidence
The Simplicity Retirement & Investment Services program is located at Simplicity Credit Union we have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Professional Services
- Retirement Planning
- Retirement Income Planning
- Tax-advantaged Investment Planning
- 401(k) Planning
- Wealth Preservation
- Investment Management
Jason Buchinger & Kevin Kimmel are financial advisors with, and securities 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. Simplicity Credit Union and Simplicity Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Simplicity Retirement & Investment Services, and may also be employees of Simplicity Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simplicity Credit Union or Simplicity Retirement & 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. |
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.