Get personalized management based on your real-life goals, including a full line of products and services. Your advisor will get to know you and your needs and offer ongoing advice based on your lifestyle. Includes tax savings opportunities, investment-based strategies, as well as one-on-one calls and meetings.
Your retirement goals and expectations matter. Our advisors can help you pinpoint the financial vehicles that fit your needs, from Traditional IRAs to Roth IRAs, to maximizing your company-based retirement plans. Plus, we’ll help protect what’s yours with insurance options, education planning, wealth transfers, and estate planning.
September 3, 2024
You’ll continually have to make investment decisions that will be greatly influenced by your tolerance for risk. Let your financial professional help you assess your risk tolerance and see how it fits into the big picture for retirement planning.
August 20, 2024
Saving for retirement is essential for your long-term security, but what will you do if there is an unpredicted expense due to an accident, illness, job loss, or other crisis? By creating an emergency fund, you establish a safety net that you can use in several ways.
August 6, 2024
Life has a way of changing from year to year, often requiring you to update your financial plans. An annual meeting with your financial professional can help ensure your plans continue to address your needs, even if your life hasn’t dramatically changed in the past 12 months.
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. PAHO/WHO Federal Credit Union and Bienestar Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bienestar Financial Advisors and may also be employees of PAHO/WHO Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PAHO/WHO Federal Credit Union or Bienestar Financial Advisors. The Bienestar Financial Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered. Securities and insurance offered through LPL or its affiliates are:
PAHO/WHO Federal 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 advisory services.
Please visit LPL Financial Form CRS.
Checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck:
