Ascentra Retirement & Investment Services

A piggy bank isn't the only way you can save for your future. We offer many savings plans through Ascentra Retirement & Investment Services (ARIS). We walk with you through the road map of investing together step by step. 

To get started, contact us at 563-459-6923.

Our Process

We look at your financial situation comprehensively and holistically. The most important part of this process is listening carefully to your goals and concerns. We ask the questions that allow us to develop and implement a strategy designed to meet your current and future goals and dreams.

Process circle

1. Discovery

We'll listen carefully and conscientiously to your goals and desires for the future. Our thorough discussion allows us to get to know you on a personal level and includes learning about family dynamics, work history, special circumstances that may affect your financial goals and your thoughts about money. This will enable us to provide you with a comprehensive analysis of your current financial situation.

 

2. Analyze & Recommend

With the personal and financial data that we gathered in our initial meeting we will evaluate your alternatives, then share with you a financial plan that will help provide you with a road map to word toward your personal and financial goals.

 

3. Implement

We want you to feel confident about your plan of action. Once you have a chance to review your comprehensive plan we will discuss if there are any specific adjustments that need to be made, and specific product and service recommendations.

 

4. Review

You’ll find Ascentra Retirement & Investment Services to be an active and committed partner in making sure your plan continues to help you pursue for your financial goals over time. We have established a comprehensive annual review process that includes reviewing any changes in the economy, your life, health, and income and tracking your plan of action.

Securities registered in: Iowa, Illinois. FINRA registered branch addresses: 

  • 2019 Grant St., Bettendorf, Iowa 52722

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. Ascentra Credit Union and Ascentra Retirements and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascentra Retirement and Investment Services and may also be employees of Ascentra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascentra Credit Union or Ascentra Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

 

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.

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 for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.