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Investment and Retirement Center Colorado

The Investment and Retirement Center at On Tap Credit Union Logo Small
 
 
 
 
Whether you’re dreaming of your retirement cabin, starting your own business, or going back to school, the Investment and Retirement Center at On Tap Credit Union© is here to help.

We’ll work with you to design a personalized financial strategy for the life you want to live. It’s more than just planning for retirement, it’s about helping you gain a sense of financial independence—now and for the future.

Connect with our experts and start crafting your plans for the future.
REQUEST A CONSULTATION

How can we help you reach your goals? 

  • Retirement Planning
  • Savings & Investment Planning
  • Asset Allocation
  • Education Planning
  • Estate Planning
  • Annuities & IRAs
  • Asset Management
  • Investment Services
  • Mutual Funds
  • Life Insurance
  • Long-Term Care

We're here to craft the right plan to get you path to success started.



Our Investment Professionals

Meet Dave

Dave Sprague
LPL Financial Advisor

dave.sprague@lpl.com

303.384.4589


Meet Tom

Voted 2020 Best of the Best Financial Consultant - Golden

Thomas P. Valdez Jr.
LPL Financial Advisor

thomas.valdez@lpl.com

303.384.4588


Tips on Tap- Investment & Retirement Center






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Investing Beyond Retirement Accounts






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 Investments Content Library






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Planning For Retirement - Take Our Course






Ready to get started planning for your future? 
REQUEST A CONSULTATION
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. On Tap Credit Union and Investment and Retirement Center located at On Tap Credit Union are not registered as a broker-dealer or investment adviser. Registered representatives of LPL offer products and services using Investment and Retirement Center located at On Tap Credit Union and may also be employees of On Tap Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, On Tap Credit Union or Investment and Retirement Center located at On Tap Credit Union. 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

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.