As a member of KeyPoint Credit Union, you have access to exclusive Member benefits designed to support your financial well-being, including:
- FREE in-person and online seminars
- FREE resources on financial matters
- Personal attention from the professional Financial Advisors at KeyPoint Financial Services
Whether you're creating your first financial plan, savings for kids’ college, planning for retirement, or looking to get a second opinion on your financial plan, KeyPoint Financial Services is available to provide personalized guidance tailored to your unique goals and circumstances.
Check the background of investment professionals associated with this site on FINRA BrokerCheck.
Upcoming Events
Understanding Medicare
Time
6:00 p.m. - 7:00 p.m. PTLocation
OnlineDescription
Learn the key differences between Medicare parts A, B, C and D, as well as tips for choosing your coverage and how to enroll in Medicare. The webinar will also teach you how to plan your retirement income with health care costs in mind.Investment Diversification
Time
6:00 p.m. - 7:00 p.m. PTLocation
OnlineDescription
Retirement savers face new challenges in today's volatile market. Traditional portfolio diversification may not grow your savings, causing you to risk losing it all.Social Security and Your Retirement
Time
6:00 p.m. - 7:00 p.m. PTLocation
OnlineDescription
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.Women and Investing
Time
6:00 p.m. - 7:00 p.m. PTLocation
OnlineDescription
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?The financial professionals at Key Point Financial Services are financial advisors with, and 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. KeyPoint Financial Services is a division of KeyPoint Credit Union. KeyPoint Credit Union and KeyPoint Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KeyPoint Financial Services, and may also be employees of KeyPoint Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, KeyPoint Credit Union and KeyPoint Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value |
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.
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.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal