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Check our financial professionals' backgrounds on FINRA'S BrokerCheck, then schedule a no cost, no-obligation meeting.
Financial Planning
Meet the team
Our Financial Professionals have years of experience; they listen and take the time to answer your questions and explain your options.
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Meet our coordinators
Caitlin Mauldin
Financial Advisor Coordinator
Caitlin Gohr
Financial Advisor Coordinator
Kyla Pilapil
Financial Advisor Coordinator
Get in touch
You’re used to getting things done yourself. But when it comes to planning for your future, it makes sense to rely on seasoned help. Financial planning can be complicated; don’t try to do it yourself when you have resources available to you. A good financial professional can help you make smart, deliberate decisions about your financial future.
Contact an Alaska USA Financial Planning and Investment Services Financial Professional. They can help you pursue your financial goals by learning what’s important to you, then designing a plan that meets with your unique needs.
Learn more about financial planning
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.
What to Do With an Inheritance
Receive an inheritance? Here are the dos and don’ts.
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:
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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.