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Financial Planning Month
You have money goals. We can help you meet them.
October is Financial Planning Month, which serves as a reminder to circle up with your investment goals and take a moment to evaluate where you are. This may include scheduling an annual review with a financial advisor or simply understanding what planning can do for you or your family to work towards a stable financial future.
As a Delta Community member, you have access to tools and services tailored to meet your needs wherever you are in life. Whether you’re looking to save a little extra cash for the holidays or want to start reviewing retirement strategies, we’re here for you. Life happens, we can support you along the way.
Life Events
We are here to help you make the most of your money in the moment. Our main objective is to ensure members are investing in their current life journey and making wise financial decisions through the many important stages of life, including working professionals, those nearing retirement and legacy planning.
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Schedule an Appointment with one of our Financial Planners
Delta Community’s CERTIFIED FINANCIAL PLANNER™ professionals are here to help! Schedule a one-on-one appointment to meet and discuss your goals and lay out a comprehensive plan to get there.*
Learn MoreSave with a Certificate of Deposit
Interested in high-rate savings options? Opening a new CD is one of the safest ways to invest in the future, and it’s also the perfect savings option for a loved one with big plans to come.
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Financial Education Center
Looking to be more informed when it comes to money? We have both online and in-person seminars, courses, and workshops designed for all levels to help you improve your financial lives.
Learn MoreLPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
*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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 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:
