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Eaton Fed

Investment Services

A confident tomorrow starts today.

Cut through the confusion. The investments you need are available from Eaton Financial Services, located at Eaton Community Bank. With our LPL Financial Senior Financial Consultant, you can be confident you’re following a sensible investment strategy—one that aims to give you the best.

Existing Retirement Plan Options

If you leave a company and you are vested in a qualified employer retirement plan, such as a 401(k), you generally have several ways to take this money with you. Before you take a distribution, contact our LPL Financial Investment Team to help you carefully review your options and find one that best fits your financial goals.

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College Planning

It’s no secret that college tuition, books, and room and board all add up quickly. Planning well in advance for these expenses is key. Our LPL Financial Investment Team can help you get a plan in place - whether your student is 7 months or 17 years away from college. 

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Retirement Planning

You’ve probably thought a lot about retirement. But making the transition from full-time employment to retired individual may not be as easy as you think. Our LPL Financial Investment Team is here to walk alongside you as you make important decisions and answer difficult questions.

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Estate Planning

Estate planning is not just for the wealthy. It’s a critical part of your overall personal financial plan. With a smart plan in place, you protect your loved ones, and help them avoid complications in the future. We do not provide legal or tax advice. Consult your legal and/or tax advisor.

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Income Planning

Are you 5 years or fewer away from retirement? It’s time to approximate your income and review your anticipated sources of income. Our LPL Financial Investment Team can help.

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Referral Services

  • Legal
  • Accounting

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Business Owner Solutions

Your business is anything but small. It’s your livelihood, your world. From smart borrowing to record-keeping to insurance, and beyond, get the business expertise you need to start, maintain, or grow your business. 

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Options

Explore your options and let us help build your plan. Contact our LPL Financial Investment Team to schedule an appointment today.

Contact our Investment Team

 

LPL Financial Form CRS

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. Eaton Community Bank and Eaton Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Eaton Financial Services, and may also be employees of Eaton Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eaton Community Bank or Eaton Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

Eaton Community Bank ("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

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.

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Eaton Fed

What’s right for you?

With many investment options to choose from, finding the right one for you is key. Visit our Investing & Planning resources for insight to guide you toward an informed decision.

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