Financial Planning

Pursue your goals. 

Take Control of Your Financial Future

To reach a goal, any goal, you need to map out a path to reach it. And for life’s more complex goals, the experienced Financial Advisors at CRCU Retirement and Investment Services is here to provide the guidance you need. We can help you through every phase of life and every milestone, from starting your retirement plan and preparing for your child’s education to navigating through retirement and more.
 
  • Planning for retirement – A comprehensive, detailed plan to help you live your best in retirement – and the investment options you need to put your plan in action
  • Saving for college – An assessment of your family’s educational needs and guidance on strategies to help pursue them
  • Managing wealth – Planning for how to potentially grow, seek to protect, and transfer your assets to loved ones
  • Financial counseling – One-on-one guidance through your unique financial circumstances
  • Saving for long-term and short-term goals – Options to help you pursue any financial goal, wherever life takes you

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What do I get during my consultation?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to help pursue them
  • A look at how taxes, Social Security, pension, and more may affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions

Ready to connect?

Contact us or schedule an appointment by calling us at 281-422-3611, ext. 7225.















Check the background of investment professionals associated with this site on FINRA's BrokerCheck.(Opens in a new Window)

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Community Resource Credit Union and CRCU Retirement and Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CRCU Retirement and Investment Services, and may also be employees of Community Resource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Credit Union or CRCU Retirement and Investment Services. 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 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. 

Community Resource 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 here for more detailed information.