Financial Planning Support | Teachers Federal Credit Union (2024)

Teachers Investment Services provides one-on-one assistance to help you move toward your financial goals at any stage of life. Your Teachers Federal Credit Union membership gives you access to a wide range of financial management services and educational workshops. These resources are designed to help you understand and take advantage of investment opportunities and other services that can organize your financial life and plan for the future.

To serve Teachers Federal Credit Union members, Teachers Investment Services has a relationship with LPL Financial. Through this program, you have access to financial services and education.

Attend a Seminar

Financial Asset Management and Investment Planning

Find appropriate investments and determine target goals in a way that is comfortable and productive.

Rollover Services and Retirement IRAs (Traditional & Roth)

Our advisors work with you to understand your options and required minimum distribution (RMD) rules, and can manage your accounts as you get closer to retirement age.

Mutual Funds

Mutual funds can be used to build a highly diversified portfolio.

Fixed & Variable Annuities

Annuity specialists break down the complexities of investing in these future contracts to select suitable annuities and add them to your portfolio.

Life Insurance

Whether you need a simple term policy or want to make life insurance an integral part of your overall financial plan, Teachers Investment Services provides access to a variety of options.

Turn to Teachers Investment Services for Help

Our team of investment services advisors helps you analyze your needs and goals, to determine appropriate products and services based on your risk appetite and preferred investment strategies. The result is a comprehensive financial plan designed to take you to where you need to be in your life.

Whether you are just starting to save or are a seasoned investor with financial programs and accounts in place, you can plan your future today.

Contact Teachers Investment Services

FINANCIAL EDUCATION

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.

Check the background of these investment professionals on FINRA's BrokerCheck.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

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. Teachers Federal Credit Union and Teachers Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Teachers Investment Services, and may also be employees of Teachers Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Teachers Federal Credit Union or Teachers Investment Services.

Securities and insurance offered through LPL or its affiliates are:

LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV.

Teachers Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Teachers Federal Credit Union for these referrals. This creates an incentive for Teachers Federal Credit Union to make these referrals, resulting in a conflict of interest. Teachers Federal Credit Union is not a current client of LPL for advisory services.

Please visithttps://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html[lpl.com]for more detailed information.

LPL Financial Form CRS