Financial Planning

Financial Planning Center

Welcome to AurGroup’s credit union financial planning center. Our team understands that personalized financial planning solutions provide our members with the keys to unlocking freedom and making critical decisions with confidence. We have partnered exclusively with Lifepoint Financial Solutions to offer you credit union financial planning options.

The team at Lifepoint Financial Solutions, LLC can help you with a wide variety of your financial planning needs. They can help you make informed decisions regarding many of your financial concerns including retirement planning, investing in stocks, bonds, and mutual funds, as well as life and long-term care insurance. Their dedication to service is what helps to differentiate them from other brokers or financial planners. As independent advisors, they can offer objective advice and are proud of the financial planning solutions they give their clients.

Services Offered

As supporters of credit union financial planning, the advisors at Lifepoint Financial Solutions are ready to help you with financial services including:

  • Retirement Income Planning

  • IRAs- Traditional, Rollover, Roth

  • Brokerage accounts - Stocks, Bonds, Mutual Funds

  • Managed Investment Accounts

  • Retirement Account Analysis

  • Investment Analysis

  • Annuities - Variable and Fixed

  • Insurance - Life, Disability Income, Long-term Care (Nursing home)

  • Estate Planning

  • College Fund Planning

Lifepoint Financial Solutions, LLC is located at 3611 Socialville Foster RD, Ste 102, Mason, OH 45040.

Appointments may also be scheduled at the AurGroup West Chester office located at 7560 Cox Lane, West Chester, OH 45069.

To schedule a consultation for a financial planning service near Cincinnati, OH, please call: (513) 906-8838 or E-mail: info@lifepointfs.com.

Website: lifepointfinancialsolutions.com

Representatives

  • Owner/Founder - Steven E. Seward, CFP®, MSFS, CFS®, CES, RICP®

  • Sr. Vice President - Eric M. Albright, CFS®

  • Chief Operations Officer - Amy R. Barkalow, CFS®

Why Should I Work With Lifepoint for Financial Planning Solutions?

  • Objectivity - Because we are independent, your best interest is our priority

  • Experience - Over a decade of experience with credit union members

  • Education - Commitment to staying current with an ever-changing industry

  • A Comfortable Experience - Discussing financial issues can sometimes be awkward or uncomfortable. We provide a confidential setting and will help put you at ease

Excellent Service Is Our Standard

We will follow the code of ethics set forth by the Certified Financial Planner Board - a commitment to putting the client's interests first.

  • Return all calls in a timely manner

  • Process all paperwork promptly

  • If we make a mistake, we will correct it, no excuses

  • We will always say please and thank you

  • Every client will be offered at least one face-to-face review each year, but you may come in as often as you like

  • We will keep ourselves informed and educated on the latest financial issues

  • If we do not know an answer, we will do our best to find it

  • Each client can sign up to receive a quarterly newsletter with marketing information, practice updates, and other timely information, as well as weekly email newsletters with current financial market news

  • Each client will receive account statements in a timely manner

  • We will not make promises we cannot keep

Not NCUA insured, not credit union guaranteed, may lose value.

Securities offered through Cambridge Investment Research, Inc., Broker/Dealer, Member FINRA/SIPC to residents in the following states: AL, AR, AZ, FL, GA, IL, IN, KY, NC, NM, OH, PR, SC, TN, WI

Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.

AurGroup Financial Credit Union, Lifepoint Financial Solutions, and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.