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Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We provide access to a range of products and services that can be tailored to your unique needs. Our APCO Investment Services Representatives can help:
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RETIREMENT SERVICES
Financial Management
Insurance Services
Education Planning and Funding
Wealth Management
** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.
Webinars and Events
Investment Services Upcoming Webinars
Income for Life Tuesday, January 14th, at 5:00 PM Central/6:00 PM Eastern
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
Join us for this exclusive seminar that dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore:
Click here to reserve your spot.
Three Transitions to Retirement Tuesday, January 28th, at 5:00 PM Central/6:00 PM Eastern
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
We’ll explore how to:
Rethinking Diversification Tuesday, February 11th, at 5:00 PM Central/6:00 PM Eastern
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.
Find out new ways of managing your investment risk with the Rethinking Diversification seminar. You can attend this seminar at no cost and without obligation.
Women in Investing Tuesday, February 25th, at 5:00 PM Central/6:00 PM Eastern
There’s no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirement?
Join us for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
Social Security and Retirement Tuesday, March 11th, at 5:00 PM Central/6:00 PM Eastern
This seminar can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. We’ll walk through specifics about Social Security and help you understand:
Understanding Medicare Tuesday, March 25th, at 5:00 PM Central/6:00 PM Eastern
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
We’ll help you understand:
These workshops are educational only and are not investment advice.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
INVESTMENTS
Real Estate Investment Trusts (REITs)
Annuities
MANAGED ACCOUNTS
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Stephen Martin is the financial advisor* exclusively serving the Credit Union’s membership. He is especially qualified to provide Credit Union Members professional assistance, quality financial strategies and dependable service. Stephen is a Registered Representative of LPL Financial (LPL), and a financial advisor with 13 years in the financial industry. He is available to meet with individuals and families.
For a no-cost, no-obligation appointment, contact Stephen Martin by email at Stephen.Martin1@lpl.com or by phone at 205-226-6866.
Located at: APCO Employees Credit Union 750 17th Street North Birmingham, Alabama 35203
Financial strategies to help you discover what’s best for you.
Calculators to help clarify your short- and long-term goals.
Account Access easy access to your account and information on markets, quotes, and financial news.
BrokerCheck to find a broker, investment or financial advisor.
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. APCO Employees Credit Union and APCO Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using APCO Investment Services and may also be employees of APCO Employees Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, APCO Employees Credit Union or APCO Investment Services. Securities and insurance offered through LPL or its affiliates are: *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. APCO Employees 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.
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