FirstLight Insurance, Retirement, and Investment Services (FirstLight IRIS)

 

Navigating your financial future can be extremely challenging. Whether a student, working full or part-time, or the on-the-go guardian, you need qualified advice. And that is where our FirstLight Insurance, Retirement, and Invesment Services (FirstLight IRIS) and our dedicated staff comes into the picture. Our FirstLight IRIS Team are LPL Financial Advisors who can assist with your financial journey—from saving for your child’s college education to living comfortably in your retirement. Even better, our seasoned professionals offer free consultations to get to know you and your financial dreams.

STRATEGIES FOR PRESERVING YOUR INVESTMENT AND YOUR FUTURE!

INSURANCE

You’ve worked hard to build the life you’ve wanted. Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected. By protecting yourself with life and long-term care insurance, as well as Annuities. Talk to one of our LPL Financial Advisors to help you find peace of mind in protecting yourself and the one’s you love.

RETIREMENT

It’s never too early or too late to prepare for your future. With a professionally managed portfolio, you can match your financial planning needs to the right saving strategy. Our LPL Financial Advisors can help you ensure you are on track—providing a pathway for consistent savings over time with the right long-term strategies.

INVESTMENTS

Why not design a savings or retirement plan based on your specific goals? Your plan may include a balanced portfolio of funds and investments. Our professional LPL Financial Advisors will guide you in how to allocate your resources based on your goals. Investments can include stock options, bonds, and/or mutual funds.

MEET THE TEAM

At FirstLight Federal Credit Union, we pride ourselves in providing our membership with access to experienced industry professionals that can assist you in working toward your financial goals. Our LPL Financial Advisors can help you develop customized financial strategies specifically for you. Better is…knowing you have financial advisors on your side! 

Check the background of these investment professionals on FINRA's BrokerCheck.

PHILLIP BOYD – LPL Financial Advisor
Phillip has been a financial planning professional for twenty-six years, spending the past thirteen years with FirstLight IRIS where he has enjoyed helping credit union members and their families pursue their financial goals. He previously served with Nationwide, assisting school employees in all independent school districts, City, and County employees of El Paso.

Phone: (915) 564-3257
Email: phillip.boyd@lpl.com 

ERIK JAIME – LPL Financial Advisor
An El Paso native, Erick has worked in financial services over fourteen years providing families tailored financial and wealth management strategies to include insurance, retirement, and investments. A UTEP graduate with an undergraduate degree in Finance, Erick lives in Las Cruces with his wife and two children. He would love to sit down with you and learn more about your financial goals.

Phone: (575) 541-9941
Email: erik.jaime@lpl.com

 ABRAHAM MARQUEZ – LPL Financial Advisor

Abraham is a qualified partner of FirstLight IRIS with a strong history of working with credit union members, their family and their friends. He brings a wealth of knowledge IN a wide variety of investment and insurance products. He is also a Registered Representative of LPL Financial, member FINRA/SIPC and holds an insurance license.

Phone: (915) 562-1172
Email: a.marquez@lpl.com

 

Financial planning is more than just increasing assets, it’s about building relationships to help you work towards your financial goals and dreams. For a free consultation, schedule an appointment today with our local LPL Financial Advisors.

For more information about FirstLight Investment, Retirement, and Insurances Services please click here.

Disclosure: 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. FirstLight Federal Credit Union and FirstLight Insurance Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FirstLight Insurance Retirement & Investment Services, and may also be employees of FirstLight Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FirstLight Federal Credit Union or FirstLight Insurance Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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