Investing yourself your future

Investing Overview

Where do you see yourself in the future? Maybe it’s on the road, in a vacation home or just spending more time with your family. The sooner you start setting the stage to make these things possible, the better your chances are of putting yourself where you want to be. It doesn’t matter if you’re new to investment planning or know your way around your portfolio, we’d like to invite you to sit down for a complimentary consultation. 

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Investing Features & Benefits
  • Retirement planning
  • Retirement fund/IRA rollovers
  • Asset allocation
  • Legacy planning
  • A variety of investment options

Meet Our Financial Advisors

Jon Schwartz
Jon Schwartz
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Sid Schroader
Sid Schroader
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Dean Pownall
Dean Pownall
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Member Story
Charles C.

My father-in-law passed away and my mother-in-law…ended up with a relatively large sum of money…Phyllis was very thorough and patient and helped us understand each step of the process. She helped with recommendations that…were sensible and comfortable for my mother-in-law’s peace of mind.

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.