Affinity Plus Investment Center
Investment products. Your Future, Your Way.
Affinity Plus Investment Center has a full range of investment products available, from conservative Certificates to aggressive mutual funds and everything in between.
Check the background of your financial professional on FINRA's BrokerCheck.
Affinity Plus Investment Center
Annuities
A personal pension plan allowing you to receive a stream of payments until the end of your life.1
- Annuities come in a variety of options
- Initial investments can be made as lump sums or as rollovers from other qualified retirement plans
Stocks
Become an owner of a publicly traded corporation through buying stock in companies of your choice.3
As a stockholder you receive a relative amount of dividends when the corporation earns a profit.
Bonds
Buying a bond is giving the issuer a loan, which will be repaid on a specific, later date.2
As a stockholder you receive a relative amount of dividends when the corporation earns a profit.
Mutual Funds
A professionally managed investment fund that pools money from many investors.4
Made up of a varied assortment of securities
Getting Started is Easy
Ready to get started?
Our Financial Professionals can help you choose the right products for your goals.
Request an appointment.
Connect with one of our experts to plan for your financial future.
Already have an account?
Access the LPL Account View site.
Good to Know
- Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
Investment Center Disclosures
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. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. 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.
Your 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 brokerage or advisory services.
Check the background of your financial professional on FINRA's BrokerCheck.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.