TDECU Wealth Advisors – Serving All of Texas
You can rely on TDECU Wealth Advisors for the investment advice and service an owner deserves. Our experienced financial consultants offer tailored strategies to fit your needs because we understand your financial situation is unique. We custom design a financial strategy to guide you from where you are today to where you want to be in the future, and we measure and monitor your personal plan all along the way.
Selecting the right professional to help you plan your financial future is one of the most important decisions you will ever make. At TDECU Wealth Advisors, you get sound, objective advice from someone who knows you well. Our wealth advisors are here to help you:
- Assess your financial situation
- Budget and set up investments
- Save and invest for retirement
- Save for your children’s college education
- Manage your assets
- Plan your legacy
In setting up a financial plan for you, we take the following steps:
- Gather Information
Getting to know you is our first priority. After all, we’re partners. Before making any recommendations, we take the time to understand your needs and your goals so that together we can successfully pursue your financial future.
- Analyze and Recommend
Our recommendations will be the most suitable options for you, based on research, evaluation, and your personal financial information. We’ll identify opportunities, challenges and strategies, and together we will develop the best plan for your financial future.
Next we will execute the plan we have both agreed upon and communicate throughout the process. We’ll make the specific investment placements and setup your IRA. We’ll review with you the most recent performance of the funds and show you how they are doing compared to other similar investment choices. We’ll make sure you have all of the needed paperwork, stock certificates and other financial documents.
- Monitor and Review
We’re prepared for change. As your active partner, we commit that your financial plan will continue to meet your needs and goals when life takes an unexpected turn or the economic climate alters significantly. Whenever necessary, we will help you transition to a more fitting individual financial program.
Exceptional service from a team of professionals you know, at a financial institution you trust
|Types of Accounts||Types of Products||Client Services|
- Brokerage Accounts
- Traditional and ROTH IRAs
- SEP and Simple IRAs
- 529 College Savings plans
- Trust Accounts
- Professionally Managed
- Investment Accounts
- Mutual Funds
- Annuities (Fixed, Immediate, Index, Variable)
- Money Managers
- Life Insurance (Term, Universal, Whole, Variable)
- Long Term Care Financial Plans
- Portfolio Review (For a second opinion on your current investment strategy)
- Client Education
- Portfolio Management
- Financial Planning
- Retirement Planning
- College Fund Planning
- Insurance Planning
- Mutual Fund Selection
- Custom Portfolio
- Needs Analysis
Our Wealth Advisors work as a team to help you pursue the financial future you desire. We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of your life. We are independent and objective, focusing solely on pursuing our members’ objectives – without compromise.
Contact us today
or call us at 877-635-7028 to schedule an appointment or to speak to one of our advisors.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AR, AZ, CA, DC, FL, IN, LA, MI, NC, NJ, OK, WI.
|Not NCUA Insured
||Not Credit Union Guaranteed
||May Lose Value