Services

Services

What We Do

LPL consultants will create a customized financial plan just for you and then walk you through the step-by-step process in an effort to help you prioritize your financial goals and feel confident in your decisions.

With a wide array of experience, consultants can assist you in many areas of financial planning, including:

Investment management
Retirement income strategies
Estate conservation
Annuities
Outside investment review – portfolio risk analysis
Life insurance

Investments

<strong>Investments</strong>

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Fixed Annuity

Index Annuity

Financial Planning

<strong>Financial Planning</strong>

Retirement Plans

401(k) Planning

College Plans

Estate Plans

Tax efficient investing

Buy-Sell Agreements

Corporate Investment Accounts

Insurance

<strong>Insurance</strong>

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact.lpl@cypruscu.com | (801) 260-7727

Contact

Office: 801-260-7727

Fax: (801) 260-7278

3876 West Centerview Way

West Jordan, UT 84084

Contact.lpl@cypruscu.com

Quick Links

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

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. View detailed information here.

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. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cyprus 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