Financial Planning

Work toward the future you want

Our financial professionals collaborate with you to create a plan based on your needs and goals.

Our financial professionals put you first

Our financial professionals offer personalized advice that supports your goals. We use leading-edge technology to develop your individualized plan, analyze opportunities, and evaluate results.

Check our financial professionals' backgrounds on FINRA'S BrokerCheck, then schedule a no cost, no-obligation meeting.

Meet the Team

Learn more about financial planning

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401(k) Rollover to IRA: What You Need to Know

New job? Here’s how to decide if you should rollover the old 401(k) to an IRA.

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What to Do With an Inheritance

Receive an inheritance? Here are the dos and don’ts.

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5 Reasons Why Everyone Needs a Financial Plan

Here’s why everyone, regardless of age or wealth, needs a financial plan.

Check the background of our investment professionals on FINRA's BrokerCheck.

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

 

Your 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.

CA Insurance License Information
Bryanna Gleason I Domicile: CA I 14250 7th St. Victorville, CA 92395 I CA Insurance #0H30143
John Gee I Domicile: WA I 1107 SW Grady Way, Suite 240 Renton, WA 98055 I CA Insurance #0K72825
Lance Sevier I Domicile: WA I 2401 4th Avenue, Suite 100 Seattle, WA 98121 I California Insurance #0H63213
Mike Klopfer I Domicile: AK I 500 W 36th Ave., Suite 410 Anchorage, AK 99503 I California Insurance #0L84918