Do You Have Questions about Retirement? Are you in need of some assistance with your investment portfolio or looking to start one?
Contact Todd A. Dussex, CFP© and Financial Planner with LPL Financial located at Space Age Federal Credit Union. Todd is available by appointment and offers all members free consultations.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Todd has the background and ability to help you navigate today’s complex financial world. Having worked with Space Age members for the past several years, Todd is also very knowledgeable about the benefits and retirement programs available to Federal employees.
Services available include:
- 401(k)/TSP rollovers
- Insurance planning
- Investment planning
- Brokerage services
- Asset Managed Accounts (through LPL Financial)……and much more.
Contact Todd today by phone at 303.283.4746 or email Todd
You can also visit Todd's website
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Space Age Federal Credit Union and LPL Financial are not affiliated. The Credit Union has a brokerage affiliate arrangement with LPL Financial to provide broker/dealer services on Credit Union premises.
Check the background of this investment professional on FINRA's BrokerCheck