Our full-service financial advisors are ready to discuss your financial goals and help you create a sound plan for your assets — designed especially for your business.
We offer you an assortment of quality, non-proprietary investment choices (401k, 403b, SEP, Simple IRA, ESOP plans) and will work with you to determine your specific short-term and long-term goals and risk tolerance, customizing your plan.
A financial plan for you personally or for your business can be as or more important than your business plan — let us help formalize your plan and build one that focuses on financial needs and products for every stage of your business life cycle. Personalize your plan in our robust WealthVision© planning tool that allows for Net worth statements, Cash Flow Analysis, Forecasting, Budgeting and other cutting-edge automated tools.
- Asset Allocation
- Financial Planning
- Morningstar® Review
- Personal Portfolio Review
- Monitoring and Management
Choosing the right retirement plan is important for yourself and your employees. We can help whether you are a start-up business or have thousands of employees with tools and resources that make your business a desirable place for employees to work for the long term.
- 401(k) plans
- 401(a) plans
- Defined Contribution
- SEP-IRA
- Simple IRA
- Profit Sharing Plans
- SARSEP
- Solo 401(k)
- 457 plans
- Safe Harbor 401(k) plans
- Fiduciary Review
- and more...
When trying to attract employees who have children, all the benefits are important. Adding a 529 plan as an employee benefit can help set you apart from the competition.
Build a plan that protects you against financial losses resulting from employee disabilities, deaths, departures or other disruptions.
- Key Person Insurance
- Disability Insurance
Owning a business and understanding tax ramification is vital. We can help look at asset sales and purchases and help you navigate the consequences and consider the best options for your situation.
As you might imagine, estate planning is a complicated exercise that involves a complex set of tax rules and regulations. Before moving forward with a succession plan, let us help you choose the best options for your situation.
- Wills
- Donor Advised Funds
- Trust Management
- Intergenerational Wealth Transfer
- Gifting Strategies
- Charitable Giving
Small business health plans to help you attract the best talent and insure them properly.
Investment Services Center
Turn to the Investment Services Center for:
- Research tools including industry news, calculators and a comprehensive glossary.
- A full library of insightful articles.
- Email newsletters to keep you abreast of the ever-changing investing landscape.
Contact Our Team
To contact one of our advisors for your Investment, Insurance or Financial Planning needs, send us an email or call us at 651.265.6100 today.
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. Hiway Credit Union and Investment Services at Hiway Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Hiway Credit Union, and may also be employees of Hiway Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Hiway Credit Union or Investment Services at Hiway Credit Union. 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 representatives 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. Our advisors are registered to discuss and transact securities business with residents of the following states:
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
