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Wealth Management

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Experienced investment advice you can count on.

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Do any of the following questions relate to you?

  • Do you have a 401(k) from an old job that you haven’t looked at in years?
  • Have you recently come into an inheritance and are unsure what to do with the money?
  • Have you recently had a major life event (marriage, birth, divorce) and are now looking for financial advice?
  • Have you been acting as your own financial advisor without much success?
  • Are you looking to do more to save for retirement?
  • Are you looking for ways to generate more return on your assets in retirement?
  • Do you feel your current plan could use a second opinion?

Whether you have significant assets to manage—or if you are just starting to accumulate wealth, working with a knowledgeable professional is key.

Erik F. Gotaas, ChFC, CLU, Registered Principal at LPL Financial*, is a Five-Star Wealth Manager** who has dedicated nearly 25 years to helping our members with their long-term wealth management needs.  Erik’s commitment to his clients includes understanding their objectives, staying in contact on a regular basis and advising them on adjustments to their plans as economic or lifestyle conditions warrant.

Through an initial no-cost, no-obligation consultation, Erik will learn more about your personal situation, identify your dreams and goals and understand your tolerance for risk.

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LOC Credit Union 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, FL, MI, NY, NC, OH, PA, and TX.

**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

We want you help you win!

See how we've helped members get their finances back in order.

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Contact LOC Financial Services

248.474.2502 ext 239
FINRA series 6, 7, 24, 63

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