Retirement Planning

Together we can chart the course for relaxing days ahead.

The right fundamentals now for your preferred lifestyle then.


What does retirement mean to you?

Whether you’re looking forward to some well-earned leisure, travel, indulgence in hobbies or even starting a new career, BCU Wealth Advisors* will help you grow and protect your wealth, making it easier to plan for a more secure retirement.

Once we understand your goals, we'll examine the potential impact of various courses of action, such as different spending or savings levels, delaying retirement, varying asset allocations, gifts to family or charity, and even career choices. You’ll learn what it will take to meet your preferences. You may find that you can easily achieve your goals, or you might see that you need to take extra steps, such as working a little longer or trimming some expenses.

Next, we’ll develop a customized plan for the retirement you want. We’ll help identify your funding resources, develop a savings plan and tailor your investments to help produce the levels of income required to support your lifestyle. We’ll also help you to understand which of your assets are best to spend first in retirement and the associated tax consequences. Then, we’ll continue to monitor your investments to ensure they stay aligned with your needs, goals and market conditions.


  • Disclosure


    For detailed information, including Form ADV Parts 1, 2, 2b, 3 (Form CRS), and Appendix 1 (Wrap Brochures) visit the SEC website

    Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates (CA Insurance License #0518721 or 0B91442). Investment advisory services are offered through BCU Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. BCU Wealth Advisors, LLC is a wholly-owned subsidiary of BCU. BCU is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCU Wealth Advisors, and may also be employees of BCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCU or BCU Wealth Advisors. Advisory services, securities, and insurance offered through BCU Wealth Advisors, LLC, LPL Financial 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 brokerage or advisory services. Please visit for more detailed information.

    The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase products or services to persons outside of the United States. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of a jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.

    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.

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