SLFA products and services are designed to complement the financial products that you use every day, by offering financial planning, investments and insurance products. They are here to help review your current financial picture, discuss goals and develop a plan to seek to acheive those goals such as:
- Retirement Planning
- 401(k) Rollover Education / Transition Assistance**
- Education Funding
- Life & Disability Insurance
- Investment Management, including fee reviews/planning
- Tax-efficient Strategies*
- Wealth Transfer
- Long-Term Care Insurance
Need Assistance?
Pablo is a Certified IRA/HSA Specialist and can also help you with most of your investment services or account needs.
Should you need to speak with an Advisor, please call the LPL Member Service Center at 1.833.921.4685. Additionally, your account statements, secure documents, and WealthVision are accessible by signing up or logging into your account at www.myaccountviewonline.com.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. Sun Federal Credit Union and Sun Lifetime Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sun Lifetime Financial Advisors and may also be employees of Sun Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun Federal Credit Union or Sun Lifetime Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.