Delta Community Retirement & Investment Services

Plan Your Everything

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

Find a Solution That's Right for You

Legacy planning is more than just what we give when we’re gone—it’s also what we do while we’re here. It all begins with your vision, values and goals to ensure your money, heirlooms and the things that matter to you most are distributed in accordance with your wishes.

Your plan should also consider special circumstances and family dynamics including; blended families, loved ones with special needs or simply leaving clear instructions to prevent disputes. 

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Leave the Legacy You Want and Help Loved Ones Thrive

Whether you’re establishing a college savings plan, donor—advised fund or long-term care strategy to reflect your intentions, we can help. Preserve what you have built and pass down family history, jewelry, treasured recipes and family photos, in addition to your assets and traditions. We know it’s important to look ahead so you can leave things the way you want while making sure you're still enjoying life. 

Connect with a CERTIFIED FINANCIAL PLANNERTM professional to learn more.

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Find and Preserve What's Important to You

It’s all about creating a road map that’s unique to you while using our team as a collaborative resource to get you there. Our CFP® professionals can help you establish a plan for the family business, build your personal estate strategy or just create a plan for what’s important to you. Leave behind a legacy, not a to-do list.

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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, Monday through Friday between 8:00 a.m. and 5:00 p.m. ET.

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

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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