RAS header

Financial Planning Services

No matter where you are in your life’s journey, TEG Retirement & Advisory Services is here to help you get on track to wherever you want to go.

Accumulate retirement assets

Manage investments

Establish a base of insurance protection

Create an estate and retirement income plan

Let’s Make a Plan

Whether you’re just starting out, nearing retirement, or somewhere in between, it’s important to have a clear plan to pursue your goals.  Our Advisors will work with you to develop a personalized financial plan that reflects your goals, time horizon, and tolerance for risk to strive to ensure that you have the income and protection you need.

  • No-cost second opinion on your current financial plan
  • Development of new investment and insurance strategies
  • Management and adjustment of your plan to fit changing needs

Remember: you’re never obligated to make any investments with TEG Retirement and Advisory Services.  As we strive to uphold a fiduciary standard, Jean Riordan, our CERTIFIED FINANCIAL PLANNER™ works hard to give you the comprehensive advice possible, but you are ultimately in full control of your finances.

Investment Planning

We offer a variety of investment options, and we’ll help you figure out which one is right for you. View more

Retirement Planning

It’s never too early to start saving for retirement! We can help you understand and choose from the options that are available to you. View more

Insurance Planning

Enjoy the confidence that comes with knowing you and your family are protected. View more

How It Works

  • When we first meet with you, we’ll give you an introduction to our approach to wealth management and discuss your philosophy toward money. You’ll share your greatest desires, biggest challenges, and your definition of an ideal future.
  • From there, we’ll conduct an in-depth review of your present situation and help you define your short, intermediate, and long-term goals.
  • Finally, we’ll present a summary of planning observations and the services to be provided.

Meet Our Team

We know how imperative it is for your financial health to have a relationship with a financial advisor that you trust. TEG's Investment Advisors are employees of your trustworthy credit union. They are independent financial planners with no proprietary products who build relationships by taking a comprehensive approach to finding personalized solutions. We work for you and you alone!

Jean Riordan 2 x 3 crop Web

Jean K. Riordan

Vice President of Retirement & Advisory Services, CFP®, MBA, ChFC, CLTC
  • Jean has over 25 years of experience providing financial advisement and wealth management services to a wide variety of clients. She holds a B.S. in Finance from University at Albany - SUNY and a Masters in Business Administration from Iona College. Jean has also completed a series of courses in financial planning at the City University of New York at Baruch. Jean has completed extensive training to become a Certified Financial Planner (CFP®). CFP® professionals are held to the highest ethical and educational standards. Jean is also a Chartered Financial Consultant (ChFC). She holds FINRA license Series 7 and 24 held with LPL Financial and NYS Life, Health, Variable Annuity and Property & Casualty insurance licenses. She is also a Certified Long Term Care Consultant (CLTC) and NY Partnership licensed. Jean is authorized to prepare federal tax returns (PTIN holder). In addition, TEG is a Preferred Provider for Omni 403B services to our local public school employees. She is a registered representative of LPL Financial, and offers advisory services through LEXCO Wealth Management, Inc. Jean has received the Hudson Valley Magazine Five Star Wealth Manager Award* (2013, 2014, 2015, 2016, 2017) and was named the 2016 Face of Retirement Planning. She resides in Poughkeepsie, NY, with her husband and three children.
Karen Levrini 2 x 3 Crop New Web Alt

Karen Levrini

Financial Services Coordinator to Jean Riordan
  • Karen manages of all the operational functions for the TEG Retirement and Advisory Services business, including daily processing, scheduling, and personal client contact. Karen has superior organizational and administrative management skills, developed over 10 years of additional experience in a variety of support roles in the Hudson Valley. She is the recipient of a TEG Above & Beyond Award for providing outstanding service to TEG members and truly understands the importance and value of member service. Karen and her husband currently reside in Wappingers Falls, NY.

Retirement Services Blog

Biz Owners Need a Succession Plan

Retire Graphic

Over 70 percent of business owners polled in a recent survey for insurer Nationwide noted that they are...

View More

6 Common Myths About Estate Planning

Sort through the misconceptions of estate planning to create a prosperous future for your family. Author Rachel Hartman...

View More

How Much Money Do You Really Need to Retire?

Consider this your financial planning cheat sheet. Author Marianne Hayes Are you on track for retirement? Before you...

View More

How solid is your succession plan?

Too few business owners give succession planning the kind of consideration they do other aspects of their businesses....

View More

Smart Financial Planning Strategies to Borrow from Women and Millennials

Author Jean Chatzky We have so much to learn — but so did they. Here’s what they’re doing...

View More

To research the backgrounds of the investment professionals associated with this site visit FINRA’s BrokerCheck. 

Important Information

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates. 

Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.

RAS Disclaimer Notice

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.

*Five Star Professional, is an independent and unrelated company from TEG Retirement and Advisory Services and LPL Financial, who administers surveys and screens award candidates against ten objective criteria.   Award is not based on current or future investment performance.  For more information visit www.fivestarprofessional.com