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Delta Community Retirement & Investment Services Financial Planning Through Transition

If you or someone you know is facing a layoff or considering early retirement, meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals can help you think though 401(k) decisions, healthcare coverage and Social Security timing. In fact, we’ll conduct a Retirement Readiness Consultation* at no cost to you.

  • If your retirement plans or goals have changed, it’s a good time to get an objective view.
  • We’ll take up to an hour in your Retirement Readiness Consultation*—it’s provided at no cost and focuses on your individual needs.
  • After meeting with a CERTIFIED FINANCIAL PLANNER™ professional, you decide if and how we move forward, knowing we’re here to help.

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

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Schedule an Appointment

This offer is available during the months of October and November, and it’s easy to make an appointment by filling out our online form. You can also email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890.

LPL 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.

*A Retirement Readiness Consultation includes an initial no-cost, up to 60 minute meeting with a CERTIFIED FINANCIAL PLANNER™ professional. After the initial consultation, the member will determine next steps for entering into an asset management or financial planning for a fee relationship with Delta Community Retirement & Investment Services.

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:

Not insured by NCUA or any other government agency; not credit union guaranteed; not credit union deposits or obligations; may lose value