Investment Guide | Financial Planning | Certified Financial Planner

Investment Guide

Know your strategies before you invest

To help you plan your financial future, Hughes Federal Credit Union has developed a relationship with LPL Financial. Financial consultants with HFCU Financial Services are uniquely positioned to offer you thoughtful, unbiased guidance and access to a full range of financial options.  Our financial services allow members take control of their financial investments and plan for the future. We can provide strategies to help build your assets by examining your specific investment goals and basing them on a balance of investments you feel most comfortable with. We help you diversify* your investments among different asset groups to counter the negative effects of specific market cycles and evaluate the impact those investments will have on your objectives. To make an appointment, call us at 520-294-4140 or request an appointment online >

Visit the HFCU Financial Services website for information and financial planning resources, or view the 2019 LPL Outlook from LPL Financial.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification or any other strategy does not protect against market risk.

Access your investment account

With LPL Account View, you can access your investment account information online 24 hours a day, seven days a week. You have access to all of your account activities, including transaction details, account summaries and portfolio views.

Visit HFCU Financial Services Office

HFCU Financial Services
971 W. Wetmore Road, Tucson, AZ

Call to 520-294-4140 to schedule an appointment or request an appointment online >

If you're not a member of Hughes Federal Credit Union, it's easy to join so that you can start taking advantage of all our financial and investment services. The guide below will help you plan for life events.

Investment Guide

Age 20-35: Goal-setting Years

  • Set goals and develop regular investing habits.
  • Start a retirement investment plan.

Age 35-45: Achieving Years

  • Start a fund for your children's college education.
  • Build an emergency nest egg.

Age 45-60: Prime Earning Years

  • Increase savings for retirement.
  • Reduce taxes with tax-free investments.
  • Look for solid growth investments.

Age 60+: Retirement Years

  • Maximize income on retirement funds.
  • Finalize estate planning.
  • Give financial gifts to children or grandchildren.

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Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA insured
No Credit Union Guarantee
May Lose Value

Hughes Federal Credit Union and HFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states. Arizona, California, Colorado, Florida, Hawaii, Idaho, New Mexico, Oklahoma, South Dakota, Texas, Utah, Washington.

PLEASE NOTE: Personal account and other confidential information should not be given to us through email. Internet email is not secure and your confidential information could be compromised. If you request confidential information from us via e-mail, you are giving us permission to respond and provide your information via email.

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