Investment & Retirement Services
Be Ready For Whatever Your Future Holds
The U of I Community Investment Advisors team is here to help you plan for and pursue your financial goals. Creating financial plans and making investment decisions is easier with a financial professional working alongside you, and you can have confidence that you’ll receive the respect and care you’ve come to expect as a credit union member. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experienced professionals is here to guide you with member-focused financial management services.
Services are offered through LPL Financial*. For more information about LPL Financial, please visit LPL.com.
Our Financial Professionals are ready to help you with:
• 403(b) and 401(k) Options
• Planning for Retirement Income
• Education Planning
• Life and Disability Insurance
• Legacy Planning
• Qualified Charitable Distributions
• Roth and Traditional IRAs
• And More...
Financial Services Team
The U of I Community Investment Advisors team is here to assist you. We offer access to a wide variety of products and you can count on us for honest advice that puts your best interests first.
To help our representatives focus on your financial goals and needs, we have a support team that can get you started on the right path. Feel free to call Hermione Davis to set up an appointment or answer questions.
LPL Financial Advisor
Frequently Asked Questions
Is there any cost to meet with one of your Financial Advisors?
No, this service is provided on a no-cost, no-obligation basis.
What training and credentials do your Financial Advisors have?
Our advisors have successfully completed their Series 7 and Series 66 Securities License examinations and are also licensed for Life Insurance and Health Insurance by the State of Illinois.
Can you help me with options for a 403(b) or 401(k) account?
Yes, we can help provide options for you to consider for those type of investments.
I’m self-employed, how can you help me with financial planning?
We can assist with financial planning strategies including SIMPLE IRAs and SEP IRAs.
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.