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.
Simplify your journey
Planning for retirement can be complicated and overwhelming. Here's how we can help.
A fiduciary standard of care
This means your interests are always put ahead of ours. And, as a fiduciary, we get compensated by our clients—not by products that pay high commissions. Therefore, you’ll receive advice that will help you navigate and simplify the complexities of planning, without any conflicts of interest.
No minimum investment or net worth requirements
While each of our solutions is geared for specific needs and circumstances, there are no investment minimums or net worth requirements to become a client.
We’ve also made access to a CFP® professional affordable, considering our monthly subscription service is just $69 a month ($59 for TEG FCU members).
A variety of advice and service solutions
Regardless of whether you’re just starting out have saved a significant amount of assets, you’ll get to work with a CFP® professional with whichever service option you choose.
A monthly subscription for ongoing financial & investment advice.
Evaluate every component of your financial life to help you reach your goals.
Choose from multiple options to fit your needs.
Coordinate efforts with your financial advisor & CPA partner to reduce tax season hassles.
Ideal if you’re seeking guidance on a specific issue and don’t have an ongoing need.
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, 2022.
Meet Your Financial Advisor
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.
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.