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Tropical Financial Wealth Management

How can we help you plan for the future?

Have a question? Call us at 844-610-0009

Planning for the Future Can Feel Overwhelming

How much money do you need? Where do you start? Who should I invest with?

Don't worry. We help make things simple for you.


Tropical Financial Wealth Management Services


IRAS & 401K

IRAs and 401Ks are tax-favored ways to save for retirement.  It’s never too late to start saving for your retirement with these  tax-advantage accounts.


College Planning

Knowledge is power. No matter where you are in life, the more you know about handling your finances, the better your chances of reaching your goals — including planning for college for the kids. 


Retirement Planning

A comprehensive and manageable retirement plan can give you more control over when you retire, and what your retirement will look like when it arrives.


Estate Planning

While most of us need an estate plan, few of us actually take the time to put one together. Good news: It might not be as difficult as you think. A financial professional can help you get started and recommend strategies to help you pursue your personal estate planning objectives.


DROP & 401K Rollover Services

Don’t risk retiring without knowing all your options! Instead, make the transition with the facts in mind and an understanding of the ways you can potentially use DROP and retirement plan assets to pursue retirement goals.


Wealth Transfer

Wealth transfer planning doesn’t have to take a lot of money or a complicated estate plan to create a lasting legacy.  If your plan is to leave a sum of money to your children, grandchildren or a charity; there may be a more tax-efficient options for your maturing CD.

Upcoming Webinars

Learn How To Manage Investment Risk
May 7th 
6:00 p.m.
Register Here

Insure What Matters Most To You


Life Insurance

Protecting those around us after we’re gone is a basic need and a key component of any member’s financial plan. Tropical Financial Investment and Insurance Services professionals can offer a strategy and variety of life insurance products to meet the protection needs of these members.

Wealth Transfer

Think you don’t need disability coverage?
 We all want to leave this world with our financial affairs in good order.  So we draft a will and an estate plan, and purchase life insurance.  But few of us consider disability insurance—The coverage that can help us maintain our income and quality of life while we are alive.  We’d all like to believe that we’ll never be disabled.  But the reality is…It could happen to you. If it does, will your family be taken care of?  Will you be prepared?

Schedule a Complimentary Financial Planning Assessment

We look forward to listening and learning about the questions and concerns you have about planning for the future and then providing recommendations to help guide you along the way.
Check the background of the investment professionals associated with this site on FINRA's BrokerCheck.

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

 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 webpage 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. 


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