Our estate planning tool can help prepare you for the later chapters of life.

CorePlus Wealth Management Estate Planning powered by inGenius

CorePlus Wealth Management is offering investment management solution designed to help you pursue your financial objectives. You’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and even reduce taxes!

Contact CorePlus Wealth Management To Start

inGenius – An easy-to-use digital tool that walks your clients through the creation of legally valid estate planning documents like a Will & Testament, Power of Attorney and Living Will…plus more!

Begin Your Estate Planning with a CorePlus Wealth Management and inGenius.

inGenius offers an easy-to-use digital tool that effectively removes stress and confusion as you plan for the future. We understand that estate planning can be a difficult subject to discuss, not to mention how high the costs of planning can be. This solution provides an alternative to lengthy and often costly appointments with attorneys. Here’s how inGenius can help get your future organized:

A simple, step-by-step guide helps you create and update key estate planning documents, such as your Will & Testament, Healthcare and Financial Power of Attorney, a Living Will, Guardianship Papers, and event the creation of a pet trust—and so much more.
Securely store and catalog your assets, debts, and vital documents in a personalized digital vault that you can easily access and update whenever needed.
Gain a dynamic view of your financial health and effortlessly track any inheritance you wish to leave for your loved ones.

Contact a CorePlus Wealth Management Representative

Holland Rajaniemi

CorePlus Wealth Management Services located at CorePlus Credit Union is staffed by Holland Rajaniemi. He can help you map out a personal financial management program. Holland has experience in financial planning and will serve members well in helping them identify and achieve their financial goals.

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at Holland.R@LPL.com.

Be sure to bring any documentation that will help your financial advisor understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.

For more information, call Holland Rajaniemi at (860) 885-3680

Keith Noyes

Keith Noyes, is an invaluable addition to the CorePlus Credit Union team. Supporting Holland in the Senior Sales Assistant role, and as a seasoned Credit Union Professional, Keith has garnered extensive experience across various facets of the banking industry.

Holding a B.B.A. in Finance from Radford University, Keith is driven by a mission to enhance financial literacy and independence for others. Beyond his financial expertise, Keith is a skilled gamer specializing in strategic games.

Eager to assist you in achieving your financial goals, Keith brings enthusiasm and commitment to provide members with the best possible service and results.

Contact Keith Noyes, Senior Sales Assistant at Keith.Noyes@LPL.com.

CorePlus Wealth Management can assist with the following:

• Roll over your 401(k), 403(b) or pension plan if you’ve changed jobs**

• Develop a savings and investment plan

• Create a comprehensive retirement income plan

• Manage your investments

• Protect your family with life insurance or long-term care insurance

• Save for college education costs

Can the MEMBERS Financial Services Program help me with retirement planning?

Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.

**Prior to requesting your rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA) you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.

Are you interested in meeting with a CorePlus Wealth Management representative?

Disclaimer

Holland Rajaniemi is a financial advisor with, and 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 licenses affiliates. CorePlus Credit Union (CPCU) and CorePlus Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CorePlus Wealth Management, and may also be employees of CPCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPCU or CorePlus Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

No Bank Deposits or Obligations

May Lose Value

CorePlus Credit Union (“Financial Institution”) 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed 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.

LPL Financial Form CRS