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Financial Planning
Meet the team
Our Financial Professionals have years of experience; they listen and take the time
to answer your questions and explain your options.
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Caitlin Mauldin
Financial Advisor Coordinator
Caitlin Gohr
Financial Advisor Coordinator
Kyla Pilapil
Financial Advisor Coordinator
You’re used to getting things done yourself. But when it comes to planning for your future, it makes sense to rely on seasoned help. Financial planning can be complicated; don’t try to do it yourself when you have resources available to you. A good financial professional can help you make smart, deliberate decisions about your financial future.
Contact an Global Retirement & Investment Services Financial Professional. They can help you pursue your financial goals by learning what’s important to you, then designing a plan that meets with your unique needs.
401(k) Rollover to IRA: What You Need to Know
One thing that many people forget when they change jobs is their 401(k). Should you roll over your 401(k) to an IRA? Here's what you need to know.
What to Do With an Inheritance
Receive an inheritance? Here are the dos and don’ts.
5 Reasons Why Everyone Needs a Financial Plan
Here’s why everyone, regardless of age or wealth, needs a financial plan.
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:
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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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 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.