Wealth Management eBooks
Investing 101 Guide Book
When a person invests in a good or service, the expectation is to let the good generate wealth, then utilize it in the future (i.e., retirement). Learn the basics of investing, the different kinds, and how it can help and beyond in this helpful guide from Education First Financial Group.
Starting an investment can be scary. Let this Investing 101 Guide Book help you learn your way around managing your money.Download Now
Handy Tools at Your Disposal.Whether it's budgeting for retirement, comparing the latest rates or meeting with an experienced advisor, managing your finances has never been easier with Education First Financial Group!
Representatives are neither a tax advisor nor attorney. For information regarding your specific tax institution, please get in touch with 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 Federal 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|
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.
Check the background of this investment professional on FINRA's BrokerCheck.
Education First Federal Credit Union (EFFCU) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay EFFCU for these referrals. This creates an incentive for the EFFCU to make these referrals, resulting in a conflict of interest. EFFCU 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.