Retirement

Grandparents enjoy time lakeside with their grandchildren.

The Heritage Way - Investments, Insurance, & Retirement Program is offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). For more information about LPL Financial, please visit lpl.com.

Heritage Way - Investments, Insurance, & Retirement Program can help you plan to prioritize the financial goals and the retirement lifestyle you would like. We think about retirement every day, and Heritage Way - Investments, Insurance, & Retirement Program will give you an edge when it comes to working toward your retirement goals. We have a variety of products to fit your needs, including 401k rollover services ¹ . Email or call Pamela Forte at 802.776.2190 to make an appointment today to speak with the Heritage Way - Investments, Insurance, & Retirement Program Team and find out what is right for you.

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. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. 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

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with 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 (Heritage Family Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Heritage Family Credit Union for these referrals. This creates an incentive for Heritage Family Credit Union to make these referrals, resulting in a conflict of interest. Heritage Family Credit Union 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.

LPL Financial Form CRS

Online access to your investments. Organize your finances and plan for the future with the many tools available through Heritage Way - Investments, Insurance, & Retirement.

Disclosures

¹ Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Retirement

Heritage Way – Investments, Insurance, & Retirement

Heritage Way – Investments, Insurance, & Retirement