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.
Retirement planning has changed.
Retirement used to be more easily attainable. You put in the work, earned your gold watch, and sailed off into the sunset. But that’s not the case for our generation.
Most of us don’t have pensions to rely on, and the money we’ve saved doesn’t go as far as it used to. Not to mention, many of us have expenses our parents’ generation didn’t: higher education for our children, aging parents, and sky-high healthcare costs. But just because it’s hard doesn’t mean it’s impossible.
The American Dream is still there for the taking; it just requires more planning and effort. That’s where Vision Retirement can help.
Ask Jean Riordan Video Library
Considerations When Changing Jobs
Risk Tolerance & Investing
Is a Roth IRA Right for Me?
Meet Your Financial Advisors
Jean Riordan
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.
Relationship Manager and VP of Tax Planning
Office: 201.447.2212
Cell: 845.464.1111
Email: JRiordan@visionretirement.com
For a complete bio, click here.
Paul Muller
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.
Paul Muller, AEP®, CFP®
Relationship Manager and Founder
Office: 201.447.2212
Email: pmuller@visionretirement.com
For a complete bio, click here.
Benjamin Stark
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.
Financial Advisor and Director of Client Experience
Office: 201.447.2212
Email: bstark@visionretirement.com
For a complete bio, click here.
Meet the Vision Retirement Team
Director of Operations
Client Operations Specialist
Client Operations Specialist
Chief Operating Officer
Disclosures:
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.
Check the background of your financial professional on FINRA’s BrokerCheck.
To obtain relationship summary documents, including our most recent ADV, registered with the SEC, click here.