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INVESTMENTS

 LOOKING FOR A BETTER CD?
Structured CDs offer potential gains based on market returns -- without risking your principal. Plus, they are guaranteed by the FDIC for up to $250,000!* Interest is paid based on the performance of an index such as the S&P 500** or a specific group of assets such as stocks. Although your money is actually in a federally insured certificate of deposit, you have the potential to earn better rates than you can with a traditional CD.

In positive years your Structured CD can earn up to the interest rate cap which is set at the time the CD is issued. Regardless of the index or asset performance, the worst case scenario in a Structured CD is that you are guaranteed to get your principal back if you hold it to maturity. Structured CDs are issued by banks and insured by the FDIC. They are not issued by Lockheed Federal Credit Union and are not insured by the NCUSIF.

Sound Financial Planning . . . The Key To A Secure Future

Investment Options
A comedian once quipped, "Remember, we're all in this alone." Well, you may feel that way when it comes to making important financial decisions, but it doesn't have to be that way. Just because you don't have all the answers doesn't mean they aren't out there. Fact is, they're right here -- with a Lockheed Federal Credit Union Financial Consultant, who is a registered representative of INVEST Financial Corp. Take a look at what we can do for you:

  • Optimize your portfolio allocation
  • Plan for retirement
  • Determine the best strategy for your 401(k)
  • Protect your family and your assets
  • Help you plan for education expenses
  • Execute cashless options
  • And much more!

We offer a full range of attractive investment and insurance options:

Through INVEST Financial Corporation, we offer the following investment products:

  • Mutual funds
  • Annuities - variable, fixed, indexed
  • Tax-free and tax-deferred options
  • Common stock
  • Bonds
  • IRAs - SEPs, Education
  • 529 College Savings Plans

Other insurance products available through LFCU:

  • Auto & Homeowners insurance - Save 35% when combined! Click here to request a quote today.
  • Life policies - whole, variable, universal, and term
  • Long-term Care
  • Mechanical breakdown for new and used cars

Call (800) 553-3707 to schedule a FREE no-hassle consultation today!

Financial Consultants
Let one of our Financial Consultants help you cut through the hype and focus on sound strategies to achieve your goals. Make an appointment today! Contact a Financial Consultant at a branch near you.

Brokerage Online
Enjoy the ease of investing online with Brokerage Online. Receive stock quotes and track your investment portfolio with just a click of your mouse. It's convenient and easy to use.

Retirement Planning Resources
Visit our education center for timely, unbiased articles about all aspects of investing. Sample articles on Retirement include:

Show me more Retirement Articles ...

*FDIC coverage is scheduled to revert to a maximum of $100,000 of coverage on 12/31/2013.

**The S&P 500® is an unmanaged index of 500 widely held stocks. Investors cannot invest directly into an index. Structured CDs may not be suitable for all investors and are sold only by prospectus. Investors should carefully read the prospectus and pricing supplement prior to investing which contains a detailed explanation of the risks, tax treatment, and other relevant information about the investment. Additionally, investors should consult their accounting, legal or tax advisors before investing.


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Certain links on this page refer to Lockheed Federal Credit Union products and services. These include Vehicle Loans, Home Loans and Live Chat, which are not offered by INVEST Financial Corporation.
Registered Representatives of and securities and certain insurance products are offered through INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies. INVEST is not affiliated with LFCU Financial Services, Inc.

Products offered are: • Not a Deposit • Not FDIC or NCUSIF Insured • Not Guaranteed By LFCU • Not Insured By Any Federal Government Agency • May Lose Value

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-deal ("BD") or investment adviser ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
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