Retirement and Financial Planning - Invest & Protect

When your life takes a turn - a new job, a new car, a new baby-you need to assess your financial well-being, too. Magazine articles, online experts, and television personalities offer a lot of advice.

You need to hear a voice that can distill all of this information into something customized to your lifestyle and needs. You'll carry on a conversation with a live and registered Healthcare Financial Group financial professional to discuss issues related to you and your family's financial situation.

Sean Bayer, Senior Retirement & Investment Representative

Talk with Sean

Contact the Healthcare Financial Group by:

Give Sean a Call at 608.665.6677

Simply click the button below to get started.

Appointment

Your Member Wealth Specialist was there for me when I was briefly unemployed 2 years ago. They never pressured me to make decisions and provided valuable information that allowed me to make it through a difficult time in my life. We are now making plans to secure a stable financial future as I edge toward retirement.

Margaret K.
Member since 2010 Woodbridge

*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. Healthcare Systems Federal Credit Union (HSFCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services .These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HSFCU. 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.

Access Account

To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes and financial news, access your Healthcare Financial Group Services Account.

Access Investments

Prepare For Your Future

Giving your children the best opportunities in life is top of mind for most parents. That means you can never start too early on a serious college savings strategy. Living the retirement of your dreams means making your money last. Start a goal-oriented savings plan today – and stick with it.

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Insurance Strategy

You’ve worked hard to build the life you’ve wanted. Life and long term care insurance and annuity can protect you those you love. Find peace of mind in knowing you’ve done the right thing.

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