Retirement Planning

About Beehive Investment & Insurance

Dealing with market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews can help you maximize return potential. In addition, this can help you avoid making emotionally based decisions that often cause unnecessary losses. Speak to one of our Advisors today so you can get started on your own personalized investment plan.

Retirement Planning: Plan for Tomorrow, Today.

While your retirement date may still be several years down the road, and the goals you set today may seem even further off, it is never too early to begin preparation. Your retirement dreams can be realized in the future, provided you understand what is required to fulfill them. We help you set a course to meet the challenge of doing so, and regularly review your progress along the way. Even if you can only save a small amount at the outset, the key is to start early, continue on a regular basis, and adjust your goals over time, as your needs and circumstances change.

Planning for your retirement years will help you pursue your retirement dreams and maintain your desired lifestyle in retirement. Meet with one of our Advisors today to see how we can set up a plan today to help you realize your retirement dreams of tomorrow.

Life Insurance

Life Insurance is a method for handling financial risk in the event of death. Instead of trying to amass a sizable emergency fund—a task that may be difficult to achieve—life insurance can help create a fund for your family in the event of your death. Life insurance proceeds may be used to help pay off a mortgage, fund a child's education, cover estate tax liabilities, or to replace lost income.

Certain life events often trigger the need to purchase life insurance. If you already own a policy, be sure to reevaluate your coverage on a regular basis, as well as when you reach one of life's milestones, to ensure it continues to meet your needs. Regardless of your stage in life, life insurance offers a variety of ways to address your financial concerns. We can ensure that your life insurance strategies are in line with your goals for yourself, your family, and your business. Speak to one of our Advisors today to get started on protecting the things that matter most.

Retirement Planning: Plan for Tomorrow, Today.

While your retirement date may still be several years down the road, and the goals you set today may seem even further off, it is never too early to begin preparation. Your retirement dreams can be realized in the future, provided you understand what is required to fulfill them. We help you set a course to meet the challenge of doing so, and regularly review your progress along the way. Even if you can only save a small amount at the outset, the key is to start early, continue on a regular basis, and adjust your goals over time, as your needs and circumstances change.

Planning for your retirement years will help you pursue your retirement dreams and maintain your desired lifestyle in retirement. Meet with one of our Advisors today to see how we can set up a plan today to help you realize your retirement dreams of tomorrow.

Life Insurance

Life Insurance is a method for handling financial risk in the event of death. Instead of trying to amass a sizable emergency fund—a task that may be difficult to achieve—life insurance can help create a fund for your family in the event of your death. Life insurance proceeds may be used to help pay off a mortgage, fund a child's education, cover estate tax liabilities, or to replace lost income.

Certain life events often trigger the need to purchase life insurance. If you already own a policy, be sure to reevaluate your coverage on a regular basis, as well as when you reach one of life's milestones, to ensure it continues to meet your needs. Regardless of your stage in life, life insurance offers a variety of ways to address your financial concerns. We can ensure that your life insurance strategies are in line with your goals for yourself, your family, and your business. Speak to one of our Advisors today to get started on protecting the things that matter most.

Beehive Investment & Insurance

When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.

Meet The Team

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Beehive Investment & Insurance

When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.

Meet The Team

Mauris rhoncus orci in imperdiet placerat. Vestibulum euismod nisl suscipit ligula volutpat, a feugiat urna maximus. Cras massa nibh, tincidunt ut eros a, vulputate consequat odio. Vestibulum vehicula tempor nulla, sed hendrerit urna interdum in. Donec et nibh maximus, congue est eu, mattis nunc. Praesent ut quam quis quam venenatis fringilla. Morbi vestibulum id tellus commodo mattis. Aliquam erat volutpat. Aenean accumsan id mi nec semper.

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Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value​

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

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