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Get help with investing planning, for free.

We offer free retirement planning and investment strategy reviews, or get help rolling over a retirement plan. You can also learn about the investment products that might be right for your financial situation. Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.

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What we help with:

  • High earning investments including stocks, bonds, mutual funds, and annuities
  • Retirement Planning
  • Investment IRAs

 

 

Meet your financial consultant.

Tom Corrado specializes in advising Members on Retirement Planning, 403b, 529, Coverdell Savings, and IRA Rollovers.

Contact: 

Tom Corrado
800.527.3328
Extension 4314
thomas.corrado@lpl.com

Caution: Email is not a secure method of communication. Please do not include any private information such as account numbers and social security numbers in your email to our Financial Consultant.

Run your numbers

Years of Investing
Initial Investment
$
$
Rate of Return
%
Interest compounds monthly. Read Assumptions

Investment Total

Contributions:    |   Earnings:
Meet your Financial Consultant

ype in your information to customize. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Planning for retirement? Use our handy calculator.

View Retirement Calculator

Most people aren’t sure how much to save for retirement

When you’re planning your financial future, the best place to begin is a sound financial plan. At LBS Financial, we offer a host of investment services and mutual funds to help you diversify your portfolio and plan for tomorrow, today.

Learn about different types of investment:

  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities

Talk with your financial consultant

Ready to chat? We’re just a phone call away!

Get Started

Disclosures

*Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.

Mutual Funds, annuities and other investments through LPL Financial are NOT deposits, are NOT insured by the FDIC, NCUSIF or any other regulatory agency, are not obligations of or guaranteed by LBS Financial Credit Union, or any other affiliated entity, are subject to investment risk including loss of principal and are subject to fluctuating rates of return. LPL Financial is not affiliated with LBS Financial Credit Union. Tom Corrado is registered to discuss and transact securities business to residents of the state of CA.

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value