AmeriCU Investments Introduces AssetMap to Help Members Gain a Clearer Financial Picture
- Kelsie Papenhausen
- 5 hours ago
- 2 min read
ROME, NY – AUGUST 31, 2026: Managing personal finances has become increasingly complex as many individuals balance multiple accounts, retirement plans, loans, and investments. To help simplify the process, AmeriCU Investments has introduced AssetMap, a secure tool that gives individuals a comprehensive view of their financial life in one place.
AssetMap allows individuals to securely organize and share an overview of their accounts, assets, and liabilities before meeting with a financial advisor. By bringing this information together, in a single visual snapshot, individuals can better understand their overall financial picture and have more productive conversations about their financial goals.
Getting started with AssetMap is simple:
Fill out the AssetMap form: Answer simple questions about your finances at your own pace.
See your financial picture come together: Your information is visually organized into a clear, easy‑to‑understand snapshot.
Meet with your advisor: Your advisor reviews your AssetMap in advance, allowing more time for meaningful conversation and planning.
“Many people have pieces of their financial life spread across multiple institutions without ever seeing how everything fits together,” said Joseph Alnutt, Associate Financial Advisor from AmeriCU Investments. “AssetMap helps simplify that picture, allowing members to better understand where they stand today and make more informed decisions about their future.”
To learn more about AssetMap or schedule an appointment with an AmeriCU Financial Advisor, visit www.AmeriCU.org/assetmap.
About AmeriCU Investments Services
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. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments. 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 |
Your 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 brokerage or advisory services.
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.
