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Financial & Estate Planning

You don't have to go it alone. We have friends who can help.

  • Estate Planning
  • Investments
  • Tax Preparation

You've got financial goals. Steve has the advice, expertise, and vision to help you achieve them. Whether you're planning for retirement or organizing your investment game, don't hesitate to get some expert advice.

Hang Out With Steve

Steve Van Sky, our in-house financial consultant, has been faithfully helping the members of Fitzsimons Credit Union for over 10 years. He can help you plan your estate, prepare for taxes, organize investments, invest for retirement, and gain a little clarity on your financial journey.

Want More Information?

Email: steve.vansky@lpl.com
Fax: (303) 226-8559
Address: (303) 577-7859
Address: Investment Planning Center
2201 N Fitzsimons Parkway
Aurora, CO 80045

 

 

Build a Confident Financial Future

You don’t have to figure out how to build a confident financial future on your own. Ask questions and get advice on life insurance and IRAs, and your 401(k).

 

Learn Trusted Investment Strategies

The world is full of blogs, podcasts, and YouTube videos claiming to have the secrets to great investing. Cut through the noise and get professional advice on tax advantaged investing, mutual funds, and annuities.

How it Works

1

 

Schedule an appointment

Make time for your financial future.

2

 

Meet with Steve

Talk about investment options, things you don’t understand, and any financial fears.

3

 

Financial peace of mind

Have confidence in your investments and retirement strategies.

Disclosures

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.

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