Financial Planning

Suncoast Investment Services offers members access to financial planning services. Our team of investment advisors work to create tailored plans to help you manage your investments.

Visit our Suncoast Investment Services website to learn more about our services. Check the background of your financial professional on FINRA's BrokerCheck.

Select a Service:

  • Financial Planning Process

    Our financial planning process includes:

    • Thorough understanding of members’ goals
    • Financial analysis, research and inquiry into potential opportunities
    • Customized recommendations to fit your goals and situation
    • Implementation of a plan of action
    • Close monitoring of change
    • Continuous review and revision of your plan

    Call us at 1-866-300-9382.

    CONTACT US ABOUT PORTFOLIO MANAGEMENT

*Suncoast Investment Services is a marketing name used by Suncoast Credit Union. 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. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

Suncoast Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Suncoast Credit Union for these referrals. This creates an incentive for Suncoast Credit Union to make these referrals, resulting in a conflict of interest. Suncoast Credit Union is not a current client of LPL for advisory services. Please visit LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

** Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

Insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.