Getting Started

Getting Started

Getting Started? We can help you establish a strong financial foundation.

Getting Started? We can help you establish a strong financial foundation.

If you’re just getting started, dreaming about buying a home, starting a family or thinking about where and how you want to retire, we’re here to help. Let’s discuss how we can help you establish a strong financial foundation to help make those dreams a reality.

Straightforward and independent investment advice can save you time while making the most of your money.

Whether you’re a beginner or an experienced investor, we are here to help you create a financial P.L.A.N.:

Pay yourself first
Live within your means
Assure your family’s stability
Never stop learning

At Via Investment Services our wealth advisor can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

Learn More

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

Learn More

How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Learn More

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: 855-575-4898

WealthAG@lplfinancial.com

Quick Links

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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

Your Credit Union (“Financial Institution”) 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.

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