My Personal Information

  • OK First and Last Name is required
  • OK Email is required
  • OK Phone Number is required

My Financial Goals

  • What goals would you like to work towards in this consultation? Please select all that apply.

    OK What goals would you like to work towards in this consultation? Please select all that apply. is required

My Current Situation

    What does your life look like currently? Please select all that apply.

  • What is your marital status?

    OK What is your marital status? is required
  • Optional OK Spouse/Partner's Name is required
  • What is your family dynamic?

    OK What is your family dynamic? is required
  • Do you own or rent your home?

    OK Do you own or rent your home? is required
  • Do you have a healthy savings? (Approx 6 months of living expenses)

    OK Do you have a healthy savings? (Approx 6 months of living expenses) is required
  • Are you a business owner?

    OK Are you a business owner? is required
  • What is your employment status?

    OK What is your employment status? is required
  • Optional OK If employed, employer name is required
  • Optional OK If retired, retirement date is required
  • OK Current Annual Income is required

My Additional Financial Information

  • Optional OK What other important details should we know? For example: received inheritance, changing jobs, maturing certificates of deposit, etc. is required

Security Code

  • OK is required
  • 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. Envista Credit Union and Envista Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Envista Investment Advisors, and may also be employees of Envista Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Envista Credit Union or Envista Investment Advisors. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

    Not Insured by NCUA or Any Other Government Agency

    Not Credit Union Guaranteed

    Not Credit Union Deposits or Obligations

    May Lose Value