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.

Down-Size Your Home, Right-Size Your Life

You are attached to your home. That is natural: Your children grew up in this home. You spent long hours with your spouse in this home. You’ve celebrated holidays, anniversaries…
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College Savings Plans

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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The “2K Rule” for College Savings

According to the investment firm Fidelity, the average family is on track to save only 29 percent of the total amount their child will need to pay for a college…
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How are Social Security Benefits Calculated?

You are nearing retirement age and wonder how much money you can expect from the federal government in Social Security benefits each month after leaving the workforce. The short answer?…
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An Overview of 529 Plans

As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits…
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Supplementing Your Retirement Income

Retirement is something you may have been looking forward to for quite some time. You may have been saving for it since you began working with the hopes of leading…
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Managing Your Retirement Funds

The secret to a happy retirement? There are probably many. However, not having to worry if you’ll run out of money is certainly near the top of the list. The…
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