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Heritage Way – Investments, Insurance, & Retirement

The four team members of the Heritage Way team, two males and two females, pose for a photo in business attire

The Heritage Way - Investments, Insurance & Retirement Program is offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).

Just because your personal finances are a private matter doesn't mean you should be investing alone and unadvised. Trained professionals serve the Credit Union's members through the Heritage Way - Investments, Insurance & Retirement Program, providing individualized investment and insurance products and services with the Credit Union's members' best interests in mind while helping them pursue their financial goals. A Heritage Way - Investments, Insurance & Retirement Program Financial Professional can give you financial advice and help you manage all of your investments, organize your finances, and plan for the future with retirement planning, education funding, estate planning, 1 insurance planning (including life and long-term care), investment planning, 401(k) rollover services 2 and more. Come in for a no-cost, no-obligation consultation with a representative to help you examine your finances and get a clear picture of where you are, where you want to go, and how to get there.


1 Representative is not a legal expert. For legal questions, including discussions on estate planning, please consult your attorney.

2 Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.