Investment & Retirement Services
Financial planning and saving for your future require patience, attention, and often the help of someone you know and trust.
Financial planning goes beyond just saving for retirement
It's a financial road map to your life to help you plan your short-term and long-term expenses. Our Financial Advisor is available by appointment to meet and discuss your goals. Contact our financial advisor today to set up a free, no-obligation meeting.
Before scheduling an appointment, financial calculators can give your more perspective on where you are at with your financial goals before speaking with an advisor. Take a look at our financial calculators that can help give you more direction on your financial road map.
Financial strategies for saving money, and how we can help
Preparing for Your Future
From saving for your kids college to planning for your retirement. We are here to help you set and achieve your future financial goals.
Investment Strategy
Having a plan that helps you earn and save for the future specific to your financial needs is available through many different options.
Insurance Strategy
Insurance can protect you and those you love from the financial impacts of an unexpected death, illness and even from living longer than expected.
Account Access
To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news.
Meet Our Financial Advisor
John D. Woltemate CRPC®
Financial Advisor
HFCU Investment & Retirement Services
The financial professionals at HFCU Investment & Retirement Services are registered representatives with, and 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. Houston Federal Credit Union and HFCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HFCU Investment & Retirement Services, and may also be employees of Houston Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Houston Federal Credit Union or HFCU Investment & Retirement Services. 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 |
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.
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.
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.