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Create Your Plan with NaviPlan

Create Your Plan with NaviPlan

TDECU Wealth Advisors

NaviPlan is a service provided to you by TDECU Wealth Advisors free of charge. NaviPlan is a comprehensive and flexible financial planning software that allows you to take various assessments, plan your financial future and compare your goals.

NaviPlan is a multi-faceted tool that allows you to plan for:

  • retirement and take a retirement assessment
  • a large purchase and assess your current progress
  • education with tools and calculators to facilitate your plan
 
Retirement icon
Plan for Retirement
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Education icon
Plan for Education
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Purchase icon
Plan for Major Purchases

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Call TDECU Wealth Advisors today for an in-depth, personalized approach.
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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 investment advisor and broker-dealer (member FINRA/ SIPC).

Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. 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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

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