Financial Planning

If you're planning for your estate, taxes, retirement or just life, Steve Van Sky, our in-house financial consultant, can help you set goals. For over ten years Steve has been helping the members of Fitzsimons Credit Union plan for their financial needs. Among the many services offered, Steve is ready to assist you with:

  • Tax Advantaged Investing
  • Life Insurance
  • Mutual Funds
  • Annuities
  • IRA and 401(k) guidance and consolidation

As a financial consultant offering investment products from the industry's leading financial firms, Steve is committed to helping you pursue your financial goals.

Schedule an Appointment

For more information email steve.vansky@lpl.com, visit www.lpl.com/steve.vansky, or contact Steve at:

Investment Planning Center
2201 N Fitzsimons Parkway
Aurora, CO 80045

Phone: (303) 226-8559
Fax: (303) 577-7859


The LPL representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, IN, MD, ME, MN, NM, NV, NY, OR, TN, WA, WI and WY.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Insurance products offered through LPL Financial or its licensed affiliates.

  • The investment products sold through LPL Financial are not insured Fitzsimons Credit Union deposits and are not NCUA insured. 
    These products are not obligations of  Fitzsimons Credit Union and are not endorsed, recommended or guaranteed by Fitzsimons Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Federally insured by NCUA |  Equal Opportunity Lender  |  © 2015 Fitzsimons Credit Union  |  303-340-3343  |  1-800-933-5839

FitzsimonsCU.com links to third party websites that may not be controlled or owned by Fitzsimons Credit Union. Fitzsimons Credit Union may not be responsible for the content of the alternate web site neither does it represent either the third party nor the member if the two enter into a transaction. Privacy and security policies may differ from those practiced by FitzsimonsCU.com 

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