Meet one of Everwise Investment Services' knowledgeable financial representatives.
Helping you reach your financial goals is my primary objective.
Working together, I can help you create a strategy geared toward meeting three key financial goals:
- Wealth accumulation during your working years
- Financial well-being and independence in your retirement
- Transfer and distribution of your assets to your loved ones and/or charities
We can start small and grow or evaluate and build upon your existing financial plans. The end result will be a strategy designed to help you build, maintain, use and transfer assets in a more advantageous way.
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- Check Caela's background on FINRA's BrokerCheck
As a financial advisor located at Everwise Credit Union, I am committed to working with you, your family and friends. I have access to a wide variety of investment and insurance products.
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
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. Everwise Investment Services and Everwise Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise Credit Union or Everwise Investment 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 ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
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.