Georgia United Retirement and Investment Services

Wealth management tools to help you plan for a better financial future.

Investment and Retirement Planning

Georgia United Retirement and Investment Services is offered through LPL Financial* and provides personal investment and retirement planning for members. For more information about LPL Financial, please click here.

Creating a plan is important to pursue your financial goals and it's never too early to start. Whether you're just starting your career, nearing retirement age or somewhere in between, the nearby Georgia United Retirement and Investment Services team can help provide financial guidance for your unique needs.

With a wealth of knowledge and experience, our financial professionals will help to educate and answer your questions so you have the knowledge and confidence to make informed decisions.

What We Do

Our professionals help with a variety of services including:

Investments
IRA Rollovers
Education Funding
Estate Conservation
Retirement and 401(k) Savings
Insurance
Life and Disability Insurance
Annuities

Meet Our Experienced Financial Professionals

John Masinko

Financial Advisor

Serving: Atlanta, Chamblee, Clarkston, Cumming, Decatur and Stockbridge

Get to Know JOHN Contact Me

Chris Sims

Financial Advisor

Serving: Athens, Conyers, Cornelia, Dublin, Duluth and Tucker

Get to Know CHRIS Contact Me

Todd Faulkner

Financial Advisor

Serving: Cartersville and Dalton

Get to Know TODD Contact Me

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Learn more about Georgia United Retirement and Investment Services, access your Georgia United Retirement and Investment Services Account or learn about financial products and services offered here.

Upcoming Webinars

July 15 - Rollover Planning

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. Register today to learn more.

July 29 - Social Security

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Here's an opportunity to attend a valuable educational seminar on this important topic. Register today to learn more.

August 12 - Rethinking Diversification

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Register today to learn more.

August 26 - Three Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you'll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare you for this exciting season of your life. Register today to learn more.

September 9 - Understanding Medicare

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here's an opportunity to attend a valuable educational seminar on this important topic. Register today to learn more.

September 23 - Road to Retirement

There's a significant difference between not working and not worrying. For millions of Americans, the worrying begins when the paychecks end. If your retirement income plan is uncertain, you might not enjoy the stress-free retirement journey you've worked so hard to achieve. Register today to learn more.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

These workshops are educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

Contact a Financial Advisor

Ready to get started? Set up a no-cost, no-obligation appointment and let us create a personalized financial plan to help you pursue your goals.

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Please do not include personal identifying information like your account or Social Security number.

Message

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

LPL Financial Form CRS

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.

Georgia United 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 here for more detailed information.