A personalized investment plan

Our team can help you create a plan that supports your financial goals

Now that you’ve saved some extra money, it’s time to put it to work for your future. Our financial professionals have the experience and knowledge to help you develop a personalized investment plan that supports your journey towards financial independence.

Our team offers customized advice that supports your goals. We use leading-edge technology to develop your individualized plan, analyze opportunities, and evaluate results.

Check our financial professionals' backgrounds on FINRA'S BrokerCheck, then schedule a no cost, no-obligation meeting.

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Work with a skilled financial professional who offers advice and helps you work toward your specific goals.

Common investments include:

  • Mutual funds
  • Stocks and bonds
  • Annuities
  • Retirement solutions, including Traditional and Roth IRAs
  • Education savings accounts

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Schedule a meeting

You can meet with a financial professional in person, by phone, or online.

Get in Touch


Meet your financial professional

We’ll discuss your financial goals, time horizons, and risk tolerance.

Meet the Team


Develop your plan

Your input helps us create an investment plan that works for your life.


Review your plan regularly

We help you implement a plan to work toward your goals, and then take an active role by checking in to make sure you stay on track.

While many people do their own investing, a financial professional has greater experience and knowledge than most DIY investors. Good financial advice usually pays for itself, and a financial professional’s knowledge may make difficult decisions easier.

Financial advisors are professionals who offer advice to members related to personal finance and wealth management. They help you create a roadmap for pursuing your goals based on sound investment and planning principles.

There is no fee to talk with a financial professional at Global Retirement & Investment Services, and no obligation to invest in anything. If you choose to work with one of our financial professionals, there may be a fee for the investments or products you choose. Fees vary and will always be disclosed and explained prior to any purchase.

When you save, you’re setting aside some money for future expenses. You can save for planned expenses, like making a down payment on a home, or unexpected situations like losing your job or getting in an accident. Most people put their savings in accounts that are easy to access and federally insured, like savings or money market accounts.

With investing, you might buy investments such as stocks, bonds, or mutual funds with the hope that their value will increase over time. Because investments can fluctuate up or down in value, there’s always a risk that you could lose money. But there’s also the potential for higher returns on an investment than what you’d typically get from a savings account.

That depends on your needs and goals. There are many ways to invest your savings and many factors to consider when investing, including tax consequences, risk level, inflation, and potential returns.

Our financial professionals can walk you through your options and help you decide on an investment strategy.

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Here when you need us

Our financial professionals are here to help. Get in touch with a member of our team for a complimentary, no-obligation consultation.

Check the background of our investment professionals on FINRA's BrokerCheck.

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. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services. 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

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 advisory services. Please visit for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.