For years, retirement planning focused on the accumulation of retirement assets - but that is only the beginning of the retirement journey. This roadmap introduces important conversations that investors should consider having with their financial professional. The retirement journey begins with saving for the future, and then travels through asset allocation, consolidation, protection and tax diversification, and finally drives to retirement income and wealth transfer. Having conversations about these topics throughout your retirement journey and at the appropriate “mile markers” we can help you travel safely to your retirement destination.
At this time, in-person seminars are available only in Western Washington. RSVP for reservations and more information call 206-439-5720 or 800-233-2328 ext. 5720 .Check the background of investment professionals associated with this site on http://brokercheck.finra.org.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. BECU, BECU Investment Services and LPL Financial are separate entities.
Representatives do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor.