Northwest Financial LLC

SHORT-TERM PLANNING

Short-term goals are generally met within one year or less.

Here are some common short-term financial goals shared by many people:

Saving for a vacation – either once in a lifetime dream vacation or an annual vacation

Purchasing a special item, such as boat, camper, resort ownership, or recreational vehicle

Saving for a down payment on a new house or new car

Many times, we have a goal, but a goal without a plan is just a wish. We need to make a plan on how we can work toward our goal. Taking the time to plan can help you achieve your goal.

NWFCU offers products and services that can help you achieve your short-term goals.

Northwest Financial and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Access to securities and insurance products provided by Northwest Financial Group, a registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Not NCUA insured. No credit union guarantee. May lose value.

Loan protection and tax preparation services are not affiliated or endorsed by LPL Financial.

The LPL representatives associated with this site may only discuss and transact securities business to residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI.