Estate Planning to Protect What Matters Most
Protect what you’ve built so you can enjoy today and feel confident about tomorrow!
Estate Planning Support
Estate planning focuses on what happens afterward and who benefits. Without a proper estate plan, your assets may not be transferred as you intended, potentially creating stress, confusion, and financial strain for your loved ones at an already difficult time. Estate planning helps ensure:
Your assets are distributed according to your wishes
Your assets are distributed according to your wishes
Taxes, delays, and unnecessary costs are minimized
Important decisions are made by people you trust
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A Credit Union That Knows Your Needs
We provide financial solutions and world-class service to our members, while delivering our social commitment in the communities we serve.
Member Focused
You’re at the heart of everything we do. Your financial well-being and peace of mind come first, always.
Community Action
We’re here to give back and lift up the communities we call home, to ensure our neighbors thrive.
Collaborative
We work together as one team to find solutions and support you every step of the way on your financial journey.
Frequently Asked Questions
First Harvest Investment Solutions offers services designed to help you organize your assets and develop a plan that can help protect those you care about. We work with you to explore options that align with your goals and preferences.
An estate plan can help outline how your possessions, debts, and taxes may be managed in a way that reflects your intentions. Having an organized plan can also help save your family time and reduce potential complications.
We can help initiate estate planning conversations to provide general education about relevant topics that can assist you with your estate planning objectives.
We take time to understand your personal situation, including your goals, concerns, and level of comfort with financial decision making. Open communication helps us tailor our guidance to what matters most to you.
Our goal is to assist you in creating a thoughtful approach to managing and passing on your assets in a way that reflects your wishes while keeping your family’s well-being in mind.
Get Started Today!
Schedule a complimentary consultation today and let our financial professionals help you craft an estate plan that works best for your future.
Investing in Your Financial Future
First Harvest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA First Harvest Investment Solutions.
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. First Harvest Credit Union and First Harvest Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Harvest Investment Solutions, and may also be employees of First Harvest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Harvest Credit Union or First Harvest Investment Solutions. 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 program 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.
First Harvest 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.
