LPL Financial


Introducing LPL Financial

Your Unique Investment Plan

At Fort Billings Federal Credit Union, our goal is to make a difference – for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy for you and your family, our LPL Financial consultant, Charles R. Fisher, Jr., CFP®, CDFA®, can work with you to develop an investment plan aligned with your needs and goals.

Breadth & Depth of Products

  • Brokered CDs
  • Exchange-traded funds
  • Fixed and variable annuities
  • Insurance
  • Mutual funds

Essential Financial Services

  • Asset allocation
  • Business planning
  • Retirement planning
  • College savings
  • Estate Planning

Choosing the Right Financial Partner

LPL Financial sets itself apart from its competitors through a number of notable business characteristics:

A business model different from traditional investment banking firms with no inventory of investment products, so the firm‘s liquidity is not directly tied to security values.

Because there are no proprietary products, you can have confidence that investment guidance and recommendations are objective and made with consideration.

Respected, independent research assures that your financial consultant will always have access to the latest insights and information. Innovative technology and ongoing training provide LPL Financial consultants with the tools & experience to help you pursue your goals.

Ongoing Support & Oversight

It takes time and careful consideration to develop and maintain an investment plan. A comprehensive plan requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track.

Integrated Strategies

Your LPL Financial consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your LPL Financial consultant will work with you to build a diversified portfolio of investments to optimize potential returns and manage risk.

Meet Your LPL Financial Planner

Charles  R. Fisher, Jr., CFP®, CDFA®, is an LPL Financial Consultant and partnering with Fort Billings Federal Credit Union to help you plan your financial future with personal guidance, offered with objectivity and professionalism. With the backing of the largest organization of independent brokers in the U.S. at your side – along with your credit union – you’re in a position to plan for a smart financial future[1].

You can reach Chuck directly by calling 610-441-0370, by email at Charles.fisher@lpl.com, or visit his website at www.FisherPA.com.

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Securities offered through LPL Financial, Member FINRA/SPIC. Insurance products offered through LPL Financial or its licensed affiliates.  Fort Billings FCU and LPL Financial are not registered brokers/dealers nor affiliates of LPL Financial. Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value.

 

[1] As reported by Financial Planning magazine. June 1996-2018, based on total revenue·