Planning & Investments
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
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.
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.Learn More
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.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured TopLine Federal Credit Union deposits and are not NCUA insured. These products are not obligations of TopLine Federal Credit Union and are not endorsed, recommended or guaranteed by TopLine Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. TopLine Federal Credit Union and TopLine Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. OR ‘Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.