Plan Your Everything

Delta Community Retirement & Investment Services' team of CERTIFIED FINANCIAL PLANNERTM profressionals have the tools and knowledge to support your goals for today and tomorrw. 

Nearing Retirement

No matter what stageof your career you are in, our CFP® professionals are here to help you create a plan for your financia future and guide you toward financial security in retirement. 

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Financial Planning

Sign up for a financial check-in, and you and your CFP® professional will discuss ways a personalized financial plan can help you on your path. You can ask for guidance on everything from generating dependable income in retirement to making informed Social Security decisions. It’s all about creating a plan that’s unique to you.

Connect with a CERTIFIED FINANCIAL PLANNERTM profressional to learn more.

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Early Retirement

Considering retiring early? We're here to help you understand your individual situation and guide you towards your goal of a comfortable retirement.

Get started with a no-cost Retirement Readiness Consultation today.

Schedule a Free Consultation
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Contact Us

To schedule an appointment or request more information, please email us at or call us at
404-677-4890, M-F 8:00AM - 5:00PM ET.

Our team of CERTIFIED FINANCIAL PLANNER™ professionals are the perfect choice as you plan your everything.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 brokerage or advisory services. Please visit for more detailed information.

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. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services 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 are licensed in all 50 states.

Securities and insurance offered through LPL or its affiliates are:

Retirement and Investment Services disclosure