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Wealth Management at Royal Credit Union - Planning Resources

Set the stage for your future stability with our financial planning resources

Call 800-341-9911 ext. #3084 or visit an office

Make Smart Investing a Way of Life

Taking care of your money used to be fairly simple. But today, simply holding your money isn't good enough. You have to manage your money. Trust Wealth Management at Royal Credit Union to help you manage your money.

Wherever you happen to be in life, Wealth Management at Royal Credit Union can help you work toward your financial goals. The team has years of experience helping Members like you examine their financial options and come up with a plan to reach your goals.

Contact us anytime for a no-obligation financial review

Individual Retirement Programs

When you work with Wealth Management at Royal Credit Union, you’ll have access to mutual funds, tax-deferred annuities, IRAs, 529 plans, and more. We can also help you roll over your retirement plan into a new IRA or pension.

Insurance Options

We can provide life, disability, and long-term care insurance to give you and your family peace of mind for the future.

Business Retirement & Continuity Planning

Small business owners and self-employed people can establish an SEP or SIMPLE IRA to easily plan for retirement. Executive Compensation Plans are also available for larger companies. We’ll work with you to protect your family and your business. Start the planning process today to help ensure a smooth transition in the future.

Check the background of your financial professional on FINRA's BrokerCheck.

LPL Financial Form CRS

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. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Wealth Management at Royal Credit Union.  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


Wealth Management at Royal Credit Union site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CO, FL, ID, MI, MN, MO, MT, OH, NC, NM, NV, SC, SD, TN, TX, WA and WI.

Royal 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.