Planning For Your Future

Whatever your financial goals may be, we can help you meet them. Investing can feel overwhelming, but don’t worry! Our experts will recommend what’s right for you.  

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Your Investments Mean More Here

Partner with a local, experienced financial advisor at First Federal Lakewood Investment Services (FFLIS). Together, we’ll create a path to meet your goals. Whether planning for retirement, saving for a new home or creating an estate plan, your money goes to work in our communities. It’s the mutual bank difference.

First Federal Lakewood Investment Services include:

  • Investment Planning
  • Risk Management Planning
  • Retirement Planning
  • Life and Legacy Planning
  • Estate Planning
  • Investment Products
  • Insurance Products
  • Business Products & Services

Meet with an Investment Advisor

Let’s create your financial roadmap to meet your goals.

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First Federal Lakewood offers FDIC insured deposit products. FFL Investment Services offers access to brokerage and investment products which are NOT FDIC INSURED. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.

* Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Neither Cetera Investment Services nor Cetera Investment Advisers are affiliated with First Federal Lakewood or its related companies.

Explore Retirement Planning Options

Pay taxes now and not in retirement with a Roth IRA

Our Roth IRAs give you a range of investment options, including traditional savings accounts and CDs. Your retirement savings grow with money that’s already been taxed.
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Earn tax-deferred savings with a Traditional IRA.

Traditional IRAs offer a wide range of investment options, including savings accounts and CDs. Your earnings are tax deferred, meaning you don’t pay taxes until you withdraw your funds.
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Get Investment Insights 24/7

Start to understand the basics or upgrade yourself to expert level with our library of knowledge.

How Long Will my Retirement Savings Last?

You’ve made it to retirement, or perhaps you’re just counting down the days until you retire. You’ve got money put away, but need to know how long it will last.…
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Saving for Your College of Choice

It has become a big worry for most parents: How can they save enough money to help pay for their children’s college education? Students today can take advantage of many…
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Traditional 401(k) vs Roth 401(k)?

Contributions to a Traditional 401(k) plan are made on a pre-tax basis, resulting in a lower tax bill and higher take home pay. Contributions made to a Roth 401(k) are…
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Public Service Loan Forgiveness (PSLF)

Working in government service or for a non-profit organization might qualify you for the public service loan forgiveness program (PSLF). However, to fully qualify, you’ll also need to have made…
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Important Retirement Savings Milestones

When it comes to your money, one of the most important decisions you will make is how you go about saving for retirement. It can also be one of the…
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Retirement Planning Checklist

The Employee Benefit Research Institute’s 2022 Retirement Confidence Survey reports that 7 in 10 workers are at least somewhat confident in their ability to live comfortably in retirement. There’s been…
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Have You Saved Enough for Retirement?

Levels of optimism and confidence from retirees that their retirement will remain financially secure have been steady, while retirees who feel very confident continue to increase. According to the 2022…
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