Retirement Check-Up

A Retirement Check-Up from Centra Financial Services* is a no-cost review and a great way to prepare for your future. We’ll look at how much your saving – at CFS or with other providers – and try to find ways to help. It’s easy to get your free Retirement Check-Up started! Just complete the form below. You’ll receive a follow-up phone call or email to discuss how we can help you.

THERE IS NO COST AND NO OBLIGATION.

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

Your 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.

The LPL Financial registered representative(s) associated with this website 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.