Plan Today for the Retirement You Deserve
Creating a retirement strategy that fits your goals, your timeline, and your vision for the future.
Retirement Services
You’ve spent years building your career, supporting your family, and working toward a better future. Retirement is your chance to enjoy the life you’ve worked so hard to create—but getting there takes thoughtful planning. Our representatives at First Harvest Investment Solutions can help you plan for that transition with confidence and clarity.
Retirement Planning and Rollover Services
Life Insurance Options
Mutual Funds
Fixed and Variable Annuities
Retirement Income Calculator
How much money can you spend in retirement? Use this calculator to estimate how much you can periodically withdraw from your retirement savings based on how long you want your savings to last.
A Credit Union That Knows Your Needs
We provide financial solutions and world-class service to our members, while delivering our social commitment in the communities we serve.
Member Focused
You’re at the heart of everything we do. Your financial well-being and peace of mind come first, always.
Community Action
We’re here to give back and lift up the communities we call home, to ensure our neighbors thrive.
Collaborative
We work together as one team to find solutions and support you every step of the way on your financial journey.
Frequently Asked Questions
First Harvest Investment Solutions offers personalized retirement planning services such as goal exploration, financial reviews, plan development, and ongoing guidance to help you move toward your retirement objectives.
We begin with a conversation aimed at understanding the lifestyle you’d like to enjoy in retirement—whether that includes traveling, trying new hobbies, or spending more time with family.
We work together to create a clear financial inventory that helps you understand your current position and the steps that may be helpful in reaching your retirement goals.
Your plan outlines your investment landscape, potential strategies to support your desired lifestyle, and ways to address areas that may need additional attention.
As you get closer to retirement, we can help you apply your plan in a structured and organized way to support a smoother transition.
Yes. We offer support on topics such as when to apply, how to manage your benefits, and which options might fit your retirement needs.
Support can remain available during retirement, including guidance related to healthcare, long‑term care, insurance, legacy planning, and charitable giving.
We can provide periodic reviews and updates so your plan can reflect changes in your lifestyle, goals, or financial needs.
Get Started Today!
Schedule a complimentary consultation today and let our financial professionals help you get on the right path for retirement.
Investing in Your Financial Future
First Harvest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA First Harvest Investment Solutions.
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. First Harvest Credit Union and First Harvest Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Harvest Investment Solutions, and may also be employees of First Harvest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Harvest Credit Union or First Harvest Investment Solutions. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with program 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.
First Harvest 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.
