Planning

Professional guidance from Education First Financial Group

Create a retirement or college savings plan

Prepare for your future with our help

Family meeting with financial advisor

Financial planning services for Southeast Texas

The first step we take in your wealth management plan is to listen to your specific needs and goals. Then we work closely with you to create customized financial plans that we continue to monitor and adjust as necessary.

  • Retirement Planning: You've worked hard to build up your retirement funds, and we'll create a money-management strategy that fits your financial needs and lifestyle.

  • Saving for College: College is a worthwhile investment that requires careful planning. Start saving today to give you or your children a financial head start.

  • Estate Planning: Based on your specific wealth-transfer wishes, we'll create a plan that ensures your investments and other assets are transferred properly to heirs and organizations.

Check the background of this investment professional on FINRA's BrokerCheck.


Representatives are neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the 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. FR-3382579.1-1220-0123