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I
nvestment Services available at LAFCU

LAFCU, in partnership with SWBC Investment Services, LLC, is committed to helping our members achieve their financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. Our team can help simplify the investment process and help you manage your financial goals.  

Whether you are just starting an investment plan or want to review an established portfolio, Dan Austin, Financial Advisor, can help you! As the exclusive financial advisor to our members, Dan is available to meet with you to discuss your financial needs. He can be reached at 517.622.6600 x6770, This email address is being protected from spambots. You need JavaScript enabled to view it. or visit your local branch office today to arrange an appointment.

Our products and Services
Whether you’re planning for retirement, buying your dream home, saving for a college, or leaving a legacy, Investment Services can help you achieve your goals. Our full complement of investment and insurance products include: 
 
Brokerage Services:
  • Individual Securities – Stocks and Bonds 
  • Mutual Funds 
  • Annuities 


Individual and Business Retirement Plans:

  • IRAs, Roth IRAs
  • 401(k), 403(b) rollovers
  • College savings plans
  • Portfolio review and evaluation


Individual and Business Retirement Plans:

  • Life Insurance: Term, Whole Life, Variable, Universal Life 
  • Annuities: Fixed and Variable 
  • Long-Term Care

Financial Planning Assistance: 

Starting a New Career. Assisting with budgeting income, expenses, savings and investment options

Protecting Your Family. Examining your savings, investments, and insurance needs

Changing Jobs. Reviewing retirement plan options from past and present employers

Saving for Retirement. Analyzing adequate income needs

Funding College. Determining the appropriate savings tool 

Transitioning to Retirement. Avoiding costly mistakes

Preserving Wealth. Creating a lasting legacy


Our Financial Consultant – Dan Austin

Dan is the exclusive financial advisor to LAFCU members and brings more than 20 years of industry experience. He believes that working alongside his clients and understanding their overall goals and life experiences is key to helping them realistically and effectively plan for current and long-term objectives.

Whether you’re just getting started or have complex needs, Dan will work with you to develop strategies tailored for your unique financial goals. For more information and to schedule an appointment, contact Dan at 517.662.6600 x6770 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC.  SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value, and are not FDIC insured.

Check the background of this investment professional on FINRA's BrokerCheck.

If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605

Supervisory Office:
Mike Klorer SWBC Investment Services, LLC
9311 San Pedro, Suite 600
San Antonio, TX  78216
210. 376.3585 - Office
210.635.1203 - Fax
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

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