What We Do
We focus on your goals and objectives to ensure that whatever your financial objectives, our work is dedicated to your success.
Individuals and Families
A windfall from a loved one can be both rewarding and complicated.
Business Owners & Professionals
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Pre / Retirees
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Retirement Planning Shouldn’t Be Overwhelming
Whether you are currently retired, preparing to retire, enjoying your peak earning years or just launching your career, a retirement plan will play a key role in your financial strategies. With countless factors and different programs to consider such as Social Security benefits, Medicare, TSP/401(k) accounts and IRAs to name a few, a plan can be a lot to manage.
Your LPL Financial Advisor at NASA Federal Investment Services will help you sort through the many different options and considerations you'll face when planning for retirement through various life stages.
What Sets Us Apart
With over 80 years of combined experience, the LPL Financial Advisors at NASA Federal Investment Services are committed to serving members as their valued resource. We take the time to understand your needs, wants and goals in order to help you create and implement a personalized financial strategy, tailored to fit you.