Retirement Plan Services
Get the professional retirement planning advice and guidance you need through your credit union’s investment division, TopLine Investment Services. You can reach us at or email TopLine Investment Services.
Local, experienced Investment Representatives. Our Investment Advisors located at Twin Cities-based TopLine Investment Services have numerous years of industry experience.
Securities-registered and insurance-licensed. TopLine's Minneapolis/St. Paul-based financial planners bring a wealth of knowledge and experience to TopLine members. They offer professional retirement plan services to help you map out a strategy to meet your goals – and prepare for one of life’s biggest events, retirement.
TopLine’s Minneapolis/St. Paul-based financial planners specialize in retirement planning services such as 401(k), 403(b), individual retirement accounts (IRAs) and other types of retirement plans. All consultations are complimentary and there is never any obligation to invest.
Make the most of your hard-earned money. Whether you’re a seasoned investor or just getting started, through INVEST Financial Corporation, TopLine Investment Services can help you prepare for your financial future and make the most of your hard-earned money.
TopLine Investment Services retirement plans include:
- Individual Retirement Accounts (IRAs) - Traditional and Roth
- Profit Sharing Plans
- SEP Plans (Simplified Employee Pension)
- Tax Plans
- 401 (k) Plans
- 403 (b) Plans
Learn more. TopLine Investment Services hosts a wide array of free workshops on topics such as ensuring retirement income, estate planning and more. Click here, and then click on "Investment Seminars" to see a current listing and schedule or call 763-391-9494.
Not NCUSIF Insured – May Lose Value – Not A Deposit – No Credit Union Guarantee – Not Insured by Any Federal Government Agency
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.