What we help with:
- Mutual Funds, Stocks, Bonds and Annuities
- Long-Term Financial and Retirement Planning
- Retirement Income Strategies
- College Funding Planning
- Risk Management, Wealth Transfer and Insurance Needs Analysis
- Educational Workshops
Meet your Advisors
As part of LBS Financial Investment Services, Michael is dedicated to helping you reach your investment goals. His focus has always been to make an impact in the lives of his clients. Whether you’re planning for your retirement or saving for your child’s future, he is here to help by understanding your investment needs and providing custom tailored advice that is personalized for the needs of you and your family. By combining his expertise in wealth management with his passion for helping others, he also focus on building strong long term relationships with his clients that truly make a difference in their lives.
Michael Tan specializes in advising Members on Retirement Planning, 403b, 529, Coverdell Savings, and IRA Rollovers. He comes with a very rich background in investment guidance and has been in the investment services industry for nine years. Michael’s office is located at the Credit Union’s Cerritos branch.
Managing your finances in today’s volatile world is both complex and stressful. Thomas’s goal is to simplify the complicated world of investments and help clients preserve and grow their hard-earned assets. He can help develop a financial plan to reach your goals while considering all the different components. His purpose has always been to help people while demonstrating trust and integrity. Thomas only act in his clients best interests by providing unbiased advice and objective recommendations
Thomas Bette brings with him 19 years of experience in financial services and 4 years in providing financial advice. He spent most of his career educating people about various investments and developing other investment representatives. Thomas’s office is located at the Credit Union’s Long Beach/Los Altos branch.
Run your numbers
Investment TotalContributions: | Earnings:
Most people aren’t sure how much to save for retirement
When you’re planning your financial future, the best place to begin is a sound financial plan. LBS Financial Investment Services offers access to a host of investment services and mutual funds to help you diversify your portfolio and plan for tomorrow, today.
Learn about different types of investments:
- Mutual Funds