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Financial Planning

Let’s Talk About Your Financial Future.

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Logo for Retirement Consulting and Investment Services

A clear plan can help you feel more prepared for what’s ahead.

Planning for the future shouldn’t feel complicated—it should be exciting. Retirement Consulting and Investment Services is here to help you achieve your financial goals, build wealth, and create a retirement that you will enjoy. Whether you are just starting out, nearing retirement, or are somewhere in between, we can provide guidance and support to help you prepare for what is ahead.

What We Offer

You will have access to a wide range of planning and investment support, including:

  • Retirement Planning and Income Strategies
  • IRA and 401k rollover support**
  • Investment Management and Portfolio Construction
  • Education planning
  • Insurance and Long-term care planning

How to Get Started

It is never too late to invest in your future. A simple conversation can help you map out your goals and explore your options.

Schedule An Appointment

Meet Your Advisor: Personal Guidance from a Real Person

Headshot of Jon MurrayWith over 18 years of experience guiding individuals and families towards their financial goals, Jon Murray has built his career around putting the client first. He is valued for his transparency and ability to simplify complex financial concepts into actionable steps. Jon’s investment philosophy is to explain investment products thoroughly and in an easy-to-understand manner. He utilizes a comprehensive wealth management approach to financial planning and helps clients choose suitable investments to manage their needs.

Jon has been serving members at Alcoa Federal Credit Union since 2022. He holds a B.S. in Finance from the University of West Georgia, and is a Registered Representative of LPL Financial, through which he holds FINRA 7, 63, 65 and 66 registrations. He is also a licensed insurance agent.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Special Offers

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. Alcoa Tenn Federal Credit Union and Retirement Consulting & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement Consulting & Investment Services and may also be employees of Alcoa Tenn Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alcoa Tenn Federal Credit Union or Retirement Consulting & 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 other state.

Alcoa Tenn Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit LPL.com for more detailed information.

LPL Financial Form CRS

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.