Financial Planning

Personalized plans for lifelong confidence

At Southland Investment Services, financial planning is more than setting numbers — it’s about designing a strategy around what truly matters to you. Whether you're planning for a major purchase, managing debt, or preparing for the future, our advisors take the time to understand your goals and build a customized financial roadmap.

Our approach includes:

  • A full review of your income, expenses and assets
  • Short- and long-term goal setting
  • Investment and tax strategy coordination
  • Ongoing check-ins to help you stay on track

Our advisors, through LPL Financial, provide guidance with your best interests in mind.

Let’s build a plan that works for the life you want to lead.


Schedule your no-obligation consultation today.

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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. Southland Credit Union and Southland Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Southland Investment Services, and may also be employees of Southland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Southland Credit Union or Southland Investment Services. The Southland Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

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.

Southland 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS