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.

Refinancing Strategies for Student Loans

Student loans. Without them, college educations would not be possible for large segments of today’s population. Whether attending state colleges and universities or private institutions of higher learning, the fact…
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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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Social Security Benefits

Ready to test your knowledge? You’ll have ten multiple choice questions to answer. Click on each question to reveal the question and multiple choice answers. After you’ve completed answering all…
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Retirement Income Estimator

What monthly income will your retirement savings provide? The number of years you’ll need it to last, the expected rate of return on your outstanding savings balance and the rate…
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401(k) Calculator

A 401(k) account available through your employer is one of the best methods for building retirement savings. There are two key advantages. First, any contributions made to your 401(k) now…
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Supplemental Healthcare Coverage in Retirement

The Balance, a personal finance website publisher, recently reported on the alarming rate of medical bankruptcy in the U.S., stating that 643,000 Americans face bankruptcy each year as a result…
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Graduating from College Debt-Free

According to EducationData.org, for 2022, Americans owe $1.745 trillion in student loan debt. That is how profound the student debt problem in the U.S. has become. To put it in…
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