Retirement Planning

You can retire, you just need a plan

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Personalized Plan For You

When it comes to retirement, the earlier you prepare for it, the easier it is to get to it. This doesn’t mean you can’t retire if you have put it off, you just need a plan.

Beehive Investments & Insurances is here to help.

At Beehive Investments & Insurance we sit down with you and create a financial plan to help you pursue your goals. This initial planning stage costs nothing to you. We only charge on the products you decide to use, and will always let you know what you will pay.


What do we do at Beehive Investments & Insurance?

Although “Investments & Insurance” is in our title, it is not all we do.

We are here for you for the long haul. From creating a financial plan to address your goals, to helping you manage your retirement, we are here for you. Major life events will happen – marriage, losing a job, getting a substantial raise, college, loved ones passing, a new child – we have seen all of these occur, and all of them can affect your financial goals; but we will help you navigate from start to finish.

We are interested in you because when you succeed, we succeed. Rest assured with Beehive Investments & Insurance, you will receive transparent, honest advice to help you invest in a way that works for you.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Beehive Federal Credit Union and Beehive Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state