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Ap Financial Planning Ap Financial Planning
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  • About Us
  • Services
  • Contact Us
  • Log In

Helping the education community

Our approach to helping the education community is simple. We evaluate your goals, help you make a plan and continually evaluate the results. Whether you’re just starting your career, have been working a while or getting ready to retire, we’re here to help:

  • College Funding
  • Estate Planning*
  • Insurance Planning
  • Investment Strategies
  • Retirement Planning
  • Tax Planning*

Learn more

Get to know our financial advisors by scheduling your initial, no-cost consultation today. Learn how we can help you determine the time frame for your goals, look at your risk tolerance and define your objectives. We can help you pursue financial security.

*Advisor is not a tax advisor or attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please contact an attorney.

 

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

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