Retirement and Investments

Young confident man sitting in his office.























Creating a path toward your vision of retirement

KEMBA's Wealth Management team can provide individualized solutions and personalized service to help you work toward your retirement goals. Your journey is unique, and we'll tailor a wealth management plan specific to you.






Retirement Planning Services

Your vision of retirement is as unique as you are, and it deserves a tailored approach. Our experienced advisors take the time to understand your goals, assess your current financial situation, and evaluate the best strategies for your future.

Planning for Life Events

Finances can change dramatically as you enter different phases of life. Whether you're navigating major life events such as buying a home, funding your children's education, or planning for your retirement, we provide the essential information, strategies, and tools you need to stay on track.

Investment Planning & Support

Lean on our advisors for insight and information as you make your investment choices. Whether you're just beginning your investment journey or you're a seasoned investor, we’re here to provide the support and guidance you need.

Elder Care Planning

Your golden years can be more enjoyable when you plan a future that provides stability and peace of mind for you and your loved ones. From securing your income streams and managing healthcare costs to ensuring your legacy for future generations, we offer personalized solutions that protect both your lifestyle and your family’s well-being. Let us help you create a strategy that allows you to fully embrace the joys of your golden years.






























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

An older man standing inside a house and smiling.
Business Resources

Looking for resources for your business?

KEMBA provides the tools and financial solutions Ohio business owners need to manage their business’s finances.

Find out more

Become a Partner

Get guidance for life's biggest financial moments.


Schedule an Appointment