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WE'LL HELP YOU PLAN TO ACHIEVE YOUR FUTURE FINANCIAL GOALS.

HOW CAN WE HELP YOU GET THERE?

Investment Planning

INVESTMENT PLANNING

College Planning

COLLEGE PLANNING

Asset Management

ASSET MANAGEMENT

Asset Diversification

ASSET DIVERSIFICATION

Tax Planning

TAX PLANNING

Retirement Planning

RETIREMENT PLANNING

Estate Planning

ESTATE PLANNING

Living Trust

LIVING TRUST

INVESTMENTS FAQs

What is an Individual Retirement Account (IRA)?

An IRA is a savings or share certificate account that allows a member to save for either retirement, education or a secure future.

How can I determine the best Individual Retirement Account for my financial needs?

We advise you to consult with a financial counselor, tax preparer or Certified Public Accountant.

Can the Credit Union help me decide on how much I should save for retirement?

While the Credit Union does not offer financial planning, we have partnered with financial advisors to assist in answering those questions regarding your future financial needs. They can be reached at investments@LouisianaFCU.org.

MEET WITH A FINANCIAL ADVISOR WHO WILL HELP YOU GET THERE.

Complete the form below to request an appointment with a financial advisor.
Appointments are available Monday through Friday at our LaPlace and Norco branches.

Investment Services