TEG Federal Credit union has partnered with Vision Retirement,
an independent advisory firm that helps clients simplify their retirement journey.
As a result of this partnership, members now have easier
and more affordable access to a CFP® professional and a host of other benefits.
Our Current Offers Include:
You’re already familiar with monthly subscription services for everything from streaming movies and music to shaving clubs and meal delivery. Now, you can also enjoy a monthly subscription to ongoing financial and investment advice from a CFP® professional—helping you make the right financial and investment decisions on a consistent basis. TEG members get $10 off their advertised monthly fee.
Get a complimentary portfolio review and risk assessment
Vision Retirement is offering a complimentary session for all members to review their investments and help them develop a roadmap for moving forward so that their investments are aligned with their goals.
There is no charge or future obligation for this complimentary service – just schedule an appointment by June 30, 2023.
VR Test Drive
VR Test Drive is a new service that makes it super easy for you to engage with Vision Retirement’s CFP® professionals and evaluate if they’re the right firm for you. More specifically, this service includes an under-the-hood assessment of your finances for just $295: which can be credited back should you decide to become a client within 30 days. Enjoy a 50% discount if you schedule an appointment by March 31, 2023.
Meet Your Financial Advisors
Jean is a CERTIFIED FINANCIAL PLANNER™ professional and has over 25 years of experience. She graduated from University at Albany—SUNY and holds a Master’s in Business Administration from Iona College. She has three children and currently resides in Poughkeepsie, NY with her husband Richard.
Paul graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.
Ben graduated from Pace University in Pleasantville, New York, with a degree in Finance, has over six years of experience as a financial advisor, and is a CERTIFIED FINANCIAL PLANNER™ professional. Before joining Vision Retirement, he was with TJP Wealth Solutions in Tarrytown, New York.
Meet the Vision Retirement Team
Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.
All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.