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Once Upon a Goal

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services are offered though LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates.  Honor Credit Union and Honor Investment Services, a Division of Honor Credit Union, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Honor Investment Services and may also be employees of Honor Credit Union or its affiliates. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Honor Credit Union or Honor 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

 

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered and licensed.  No offers may be made or accepted from any resident of any other state.

Honor 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.