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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.

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. Space Age CU and the investment and retirement center located at Space Age CU are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the investment and retirement center located at Space Age CU, and may also be employees of Space Age CU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Space Age CU or the investment and retirement center located at Space Age CU.  Securities and insurance offered through LPL or its affiliates are:

The link to the CRS is:
Credit Union CRS
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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.