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Investment Services for Your Business

You work hard to build a strong future for your company and your dedication shows in the results you deliver to your customers and employees. As a proud member of the business community, we are equally dedicated to the success of your company and are here to help contribute to its financial well-being. WSECU offers access to quality investment and insurance strategies customized to address the individual needs of your business at every stage.

We understand the opportunities and challenges you face as a small business owner. There are also certain needs that are common to nearly every business and our LPL Financial Advisers can develop a strategy to address those needs, whether you are a company of one or several. Through comprehensive strategies such as employer-sponsored retirement plans, a variety of insurance products, cash management strategies and personal wealth management services, we will strive to deliver the highest level of member service along with the products and services that are suitable for you.

Retirement
We can help you select from a broad range of employee retirement plans and tailor a strategy that matches your company size, compensation structure and culture to help reinforce recruitment efforts and help to boost the overall satisfaction of talented employees.

There are numerous choices when selecting the retirement plan that is appropriate for your business. Following is an overview of the most frequently used plans, which your LPL Financial Adviser can compare and contrast to help you to decide which is right for you:

  • SEP IRA
  • Simple IRA
  • Solo 401(k)
  • 401(k)

Insurance
These insurance products offer a range of options for your business, from guarding against the loss of key personnel to protecting the future of your company and personal wealth:

  • Succession Planning
  • Group Disability Insurance
  • Key Person Insurance
  • Group Long-Term Care

Wealth Management for You and Your Employees
Wealth management requires a holistic view and comprehensive approach, which is why our LPL Financial Advisers provide access to a full array of critical planning products and services. Many factors such as financial status, family and business needs, and long- and short-term financial goals need to be taken into consideration. Through life planning and access to trust services*, asset management and charitable services, our LPL Financial Advisers can help you effectively manage your wealth.

Let’s Get Down To Business!
From providing retirement and insurance services to cash and personal wealth management strategies, our LPL Financial Advisers can be the trusted resource you need to help ensure your business is positioned to succeed today, tomorrow and for years to come. Contact one of our LPL Financial Advisers for a no-obligation consultation and see what working with us can do for your business and personal success.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment adviser and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment adviser.

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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© 2014 Washington State Employees Credit Union (WSECU)