Investments
Generations Investment Group: Explore Investment Strategies
Financial planning isn’t just for long-term goals like retirement.
It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. A Generations Investment Group Financial Advisor is available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.
How comfortable are you with investing?
Determine your Risk Number with our Quiz to help our Financial Advisor develop an investment strategy that’s right for you.
Many Ways To Save
Retirement
Retirement is not an age, but a number.
Investing
Grow your wealth with customized investment plans.
IRA Options
Long-term planning with tax advantages.
401K
Receive tax benefits and see how small contributions add up.
Life Insurance
A smart investment for your family and yourself.
College Savings
Invest in your future by saving today.
Meet The Advisor
Waleed Khan
Financial Advisor
Check the background of investment professionals associated with this site 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. Generations Federal Credit Union and Generations Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Generations Investment Group, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Generations Federal Credit Union or Generations Investment Group. Securities and insurance offered through LPL or its affiliates are:
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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
For additional information, please visit www.lpl.com/CRS