TopLine Business Planning and Investment

Financial services to help your business thrive.

Securing the future of your business and its employees is a huge responsibility. So many complex factors-from business planning and investment to employee benefits and retirement plans-can dramatically impact your bottom line. TopLine Investment Services is here to help you sort through your options and choose the financial services best suited to help your business achieve its unique goals.

The TopLine Investment Services Advantage

  • Local, experienced representatives
  • Securities-registered and insurance-licensed
  • Free workshops and seminars
  • A wide range of group benefits and business planning services:
    • Small business planning
    • Evaluation and cost analysis of existing business
    • Investment and employee group benefit plans
    • Business retirement plan set-up and transfer
    • Financial education workshops for executives, managers and staff
    • Group Insurance (where available)
    • Business succession planning
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Schedule your free, no-obligation consultation.

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Employee Investment Services

No matter what their financial goals are, TopLine Investment Services can help your employees achieve them. We'll review their current financial situation and develop a solid strategy for growth.

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Employee Retirement Plans

From 401(k)s and IRAs to profit-sharing plans and pensions, TopLine Investment Services offer the tools your business needs to prepare for your financial future and attract the best talent.

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The expertise you need. The security you deserve.

TopLine Investment Services are provided by securities-registered and insurance-licensed financial planners from LPL Financial. From workshops to personal consultations, our experts have one priority-securing your business's financial future. All consultations are free and there's never any obligation to invest. As a member-owned, not-for-profit institution, we have no hidden profit motives or incentives to take unnecessary risks.

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Investments Disclosure

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

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Deposits or Obligations

Not Credit Union Guaranteed

May Lose Value