Chart a path to your financial future. Planning & Investing

What Is Financial Planning?

Financial success doesn't just happen. Having a sound financial strategy and following through provides opportunities to make your dreams a reality.

Financial planning addresses these types of questions and many more:

How should I plan for my child's education?
How can I receive a certain monthly income during retirement?
What are my retirement investment options?
Should I assume debt or invest my money?
How do I reduce my credit card debt?
How can I provide for my family in the event of death or disability?

The experienced professionals at Tower Financial Services are salaried and do not earn commission, ensuring that the financial recommendations you receive are in your interest—not theirs. Our services are available exclusively to Tower members as an added benefit of credit union membership.

Because everyone's financial planning needs are different, we offer several types of plans to address individual needs and budgets.

Your complimentary consultation with one of our certified financial planner™ professionals can take place over the phone, via e-mail, or in a nearby branch—whatever is most convenient for you.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Financial Services are not registered broker dealers nor affiliated with LPL Financial. The Tower Financial Services Web site is for U.S. Residents only. LPL Financial's U.S. Investment Representatives may only conduct business with residents of states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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