WEALTH MANAGEMENT

Work with a Partner You Can Trust.

Whether you're just starting your financial journey or nearing retirement, Dade County Federal Credit Union Wealth Management services can help you craft a personalized plan for your future. Our comprehensive wealth management program is available to all, regardless of membership status, at no cost and with no obligation.

We’ll partner with you to identify your key financial goals, recommend strategies to help you achieve financial security, or simply provide a collaborative second opinion on your current financial situation. Dade County Federal Wealth Management Services program is offered through LPL Financial*. For more information about LPL Financial, please visit www.lpl.com.

Professional Services We Offer:

• Retirement Planning

• Individual Retirement Accounts (IRAs)

• Life Insurance

• Wealth Management

• 401(k)/Pension Rollover Services

• Drop/Rollovers

• Long-Term Care Insurance

• Estate Conservation

• Insurance Solutions

• Education Funding Strategies

• 529 College Savings Plans

• Annuities

• And More!

Check the background of this investment professional 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. Dade County Federal Credit Union and Dade County Federal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using , Dade County Federal Wealth Management, and may also be employees of Dade County Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dade County Federal Credit Union or Dade County Federal Wealth Management. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this webpage 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. 

*CRPC conferred by College for Financial Planning

LPL Financial Forms CRS.

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.