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Retirement & Wealth Management Group

Let us help you achieve your goals

Choose Valley Strong Retirement & Wealth Management Group to assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio to help you achieve your goals.

Retirement Planning

Using an in-depth process that examines at your retirement income goals, we help determine how much to set aside and where.


Whether it’s variable or income, we can help you find the right annuity to replace your paycheck in retirement.

Charitable Giving

Leave more to your favorite charity than to Uncle Sam with strategies and solutions that protect your generous donation.

Financial Needs Analysis

Understand how to plan for your financial needs — pre- and post-retirement — after we run through a top-down examination of your financial health.

403(b), Roth 403(b), 457(b)

Let us help you discover which investment works best for your situation — from employment status to economic feasibility.

Mutual Funds

Realize the power of joining other investors when you put your capital in a joint account to purchase anything from stocks, bonds, and more.

Brokered CDs

Stay safer and boost your returns with brokered certificates. We’ll help you figure out which works best for you.


Find more money for retirement when you invest in IRAs. They empower you with tax-deferred deductions now for withdrawal later.

Life Insurance

Access a list of our insurance products to ensure you’re covered for almost anything.

Tax Strategies

Maximize your tax return with smart solutions for non-retirement accounts. We’ll go over everything you need to know.

401(k)/Pension Rollovers

Keep your 401(k) working for you whenever you change jobs. We can help you navigate whether to stay or take a lump sum and roll it over.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Valley Strong Credit Union deposits and are not NCUA insured. These products are not obligations of Valley Strong Credit Union are not endorsed, recommended or guaranteed by Valley Strong Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Valley Strong Credit Union and Valley Strong Retirement & Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial. Valley Strong Credit Union has contracted with LPL Financial to make non-deposit investment products and services available to credit union members.