Investing for the Future
You might not think of Hanscom Investment Services located at Hanscom Federal Credit Union first, but maybe you should.
Our financial consultants are here to serve our members. We strive to give the best investment advice we can, aimed at benefiting each individual member or family, not a mutual fund or product company. We have LPL's Independent Research Department and all of their tools, technology, and experts to assist us behind the scenes. Our Financial Consultants are able to use all of these resources to focus on what is suitable and comfortable for you during our no cost/no obligation consultations designed to help you pursue your financial and retirement goals-not someone else’s.
401K and Thrift Savings Plan
As with 401(k)s, Thrift Savings Plans (TSP) can be a powerful tool to help achieve your retirement goals. Our advisors at Hanscom Investment Services have a broad wealth of knowledge and insight into the TSP resulting from many years of working with government employees. They can put that experience to work for you to help you maximize the benefits of this unique retirement plan, develop a personalized investment strategy, and help ensure that your retirement goals are met. Contact us today to learn how we can help you plan for your future with the TSP.
Wealth Management Designed for your Life Stages
We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Retirement Planning Strategies
At Hanscom Investment Services, we specialize in retirement planning. Our seasoned advisors work closely with clients to develop customized investment plans, to help them manage risks, and to help achieve retirement goals with confidence.
GUIDED WEALTH PORTFOLIOS
Our digital investment platform lets you build your future from the comfort of your own home. With Guided Wealth Portfolios®(GWP), all the benefits of a personal wealth manager are at your fingertips. GWP is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) with a personal financial advisor from Hanscom Investment Services.
Additional Services
Portfolio reviews
401(k) Rollover Services & Reviews
Thrift Savings Plans (TSP) Advice and Rollover Support
IRA Rollover Services
Pre-Retirement planning
Post retirement investment and income strategies
Retirement account distribution strategies
Fee based asset management
Mutual funds
Tax deferred annuities
Tax free municipal bonds*
Trust services**
Long term care insurance
Life insurance
*Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.