Retirement planning, income and investing

Our LPL Financial Advisors will work with you to review your current retirement savings, create a strategy and review progress as you approach and move through retirement.

Call 800-732-0173 ext. 4296 or:

Make an appointment with an advisor

PERS retirement planning

Those of you in the PERS system know that it has undergone changes and may be changing in the future. We keep up with those changes and can help you understand how your PERS fits into your retirement.

IRAs and rollover services*

Through LPL, OSCU Wealth Management provides access to a variety of non-deposit IRAs and retirement accounts. We’ll help you decide if you could benefit from rolling over an old employer retirement account or consolidating IRAs. Our LPL Financial Advisors can help you balance your current financial needs with long term savings goals.

* Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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