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RCU Investment & Insurance Team - 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 the RCU Investment & Insurance Team to help you manage your money.

Wherever you happen to be in life, the RCU Investment & Insurance Team 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 the RCU Investment & Insurance Team, 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.


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 the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, 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 Royal Credit Union or RCU Investment & Insurance Team. The RCU Investment & Insurance 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: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are: