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CDC Investment & Retirement Solutions

We're here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal.

CDC Investment & Retirement Solutions

You don't need big finances to get big advice. Whether you're just entering the workforce or preparing for retirement, our knowledgeable Investment & Retirement Representatives can determine what strategies are suitable for you. If you're newly married, planning for a child's education, or facing an unexpected job change, we can help you pursue your financial goals.

Through our services, you have access to a wide variety of financial management services at one location including:

It's never too late to invest in your future. Small steps today can make for a brighter tomorrow. Contact us today at (678) 553-5328 to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Upcoming Seminars

Three Transitions To Retirement

October 22, 6PM

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.

Register Now for Three Transitions To Retirement seminar

Understanding Medicare

November 5, 6PM

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.

Register Now for Understanding Medicare seminar

Women and Investing

November 19, 6PM

There's no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

Register Now for Women and Investing seminar

Social Security

December 3, 6PM

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.

Register Now for Social Security seminar

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.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CDC Federal Credit Union and CDC Investment & Retirement Solutions are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CDC Investment & Retirement Solutions, and may also be employees of CDC Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CDC Federal Credit Union or CDC Investment & Retirement 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 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.

CDC Federal 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.

LPL Financial Form CRS.