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Retirement Planning

A solid, well-conceived retirement plan is an important part of your larger wealth management strategy. Turn to Indiana Members Investment Services, available through LPL Financial, for retirement services in every stage of the planning process.

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Helping you pursue your retirement dreams.

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Planning assistance can align your investment strategy with your goals.
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Retirement plan rollover services keep your retirement accounts organized.
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Explore Individual Retirement Account options, including Traditional IRAs, Roth IRAs, Spousal IRAs, and Rollover IRAs.

Retirement planning starts by working with people invested in you.

 
Our licensed professionals take a comprehensive approach to your finances, considering your current investments and income while factoring in your lifestyle, age, and savings habits. From there, we develop a retirement savings strategy of various IRAs, stocks, mutual funds, and more, tailored to you and focused on the life you want to live.
 
Indiana Members Investment Services advisors are here to help credit union members plan for retirement with confidence. Call 317.610.3945 or complete the contact form today to schedule your no-cost consultation. 
 





















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Financial Planning


Our professionals can help you create a strategy to pursue your financial goals and provide information on various products and services.




































































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Our Financial Advisors are ready to help!





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. Indiana Members Credit Union and Indiana Members Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Indiana Members Investment Services, and may also be employees of Indiana Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Indiana Members Credit Union or Indiana Members Investment Services. Securities and insurance offered through LPL or its affiliates are:


Indiana Members Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Indiana Members Credit Union for these referrals. This creates an incentive for Indiana Members Credit Union to make these referrals, resulting in a conflict of interest. Indiana Members Credit Union 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.
 
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.