Retirement & Investment Services at Energy One
Energy One Federal Credit Union offers access to Retirement & Investment Services designed to help you plan for what’s ahead. When you work with Energy One Retirement & Investment Services, you collaborate with experienced professionals who take the time to understand your goals and help develop a personalized financial plan focused on your long-term priorities.
Benefits of Retirement & Investment Services
Thoughtful planning and guidance to support confident financial decisions.
Personalized Financial Planning
Comprehensive Planning Approach
Retirement-Focused Strategies
Values-Based Planning
Experienced Professional Guidance
No-Obligation Consultation
Features
Professional guidance supported by education, experience, and credentials.
- Licensed and Credentialed Professional
- Certified Financial Planner™ Expertise
- Investment Advisory Services
Retirement Planning & Income Strategies
Focused guidance to help you plan for income needs throughout retirement.
Comprehensive Financial Planning
Education and planning across savings, investments, insurance, and retirement.
Legacy & Values Planning
Strategies designed to help you leave a legacy that reflects your values.
Professional Credentials
CFP® designation, FINRA securities licenses, and insurance licenses held nationwide.
Education & Experience
Bachelor of Arts in Economics and graduate of the College of Financial Planning.
Complimentary Consultation
Schedule a no-obligation meeting to discuss your goals and questions.
Compare Retirement Plan Options
Features
Professional guidance supported by education, experience, and credentials.
- Licensed and Credentialed Professional
- Certified Financial Planner™ Expertise
- Investment Advisory Services
Retirement Income Focus | Certified Advisor Access | Ongoing Guidance | Values Based Planning | No Obligation Meeting | |
Energy One Credit Union | | | | | |
Online Investment Platform | | | | | |
Robo-Advisory Service | | | | | |
National Brokerage Firm | | | | | |
Do-It-Yourself Investing | | | | | |
FAQs
No. Securities and investment products are not insured by the NCUA or any other government agency, are not credit union guaranteed, are not credit union deposits or obligations, and may lose value.
Yes. You are encouraged to review the background of this investment professional on FINRA’s BrokerCheck for transparency and peace of mind.
Unlike automated or self-directed platforms, Energy One Retirement & Investment Services offers personalized guidance from a licensed financial professional who considers your full financial picture, goals, and values.
No. You can schedule a complimentary, no-obligation consultation to discuss your goals, ask questions, and learn more about available services.
Energy One Retirement & Investment Services provides access to financial planning and investment guidance, including retirement planning, income strategies, and long-term financial planning. Securities and advisory services are offered through LPL Financial.
You will work with Rick Hoel, CFP®, a financial advisor with over 20 years of experience. He focuses on retirement planning and income strategies and works collaboratively with individuals and families to develop personalized financial plans.
Get Started
You can schedule a complimentary consultation by calling 888-441-0488 or emailing R.Hoel@LPL.com. This meeting allows you to explore your options and decide on next steps.
Important Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer and investment advisor (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
Energy One Federal Credit Union and Energy One Retirement & Investment Services are not registered broker-dealers or investment advisors. Registered representatives of LPL offer products and services using Energy One Retirement & Investment Services and may also be employees of Energy One Federal Credit Union.
Securities and insurance products are:
- Not insured by NCUA or any other government agency
- Not credit union guaranteed
- Not credit union deposits or obligations
- May lose value
Energy One Federal Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the credit union for these referrals. This creates a conflict of interest. The credit union is not a current client of LPL for advisory services.
The LPL Financial registered representative associated with this site may only transact business in states where properly registered or licensed.
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