We are a financial cooperative driven by our members. We are not your typical investment and retirement planning institution, we are focused on getting you to the right place financially. We anticipate issues proactively, strategize for best results and, above all, are committed to your success for the long term.
As a financial cooperative owned and driven by the members of TDECU, nothing is more important to us than the success of the individuals, families and businesses that put their trust in us.
Today’s market complexity demands specialized attention with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a truly dynamic approach to your investment objectives. In concert with our experienced staff, we can engage a network of trusted professionals—such as accounting, legal, real estate and professionals—to support all facets of your wealth management needs. We can also collaborate with existing experts whom you have come to know and trust.
We have helped thousands of people build their financial futures. If you are serious about your financial well-being, we would be honored to help you too.
We believe in:
- Educating our clients
- Excellent services
- Providing results
We use innovative technology to:
- Build customized financial plans
- Analyze your current and future investments
- Keep you connected and informed, every step of the way
What is the right investment mix for my income, outstanding debts, and risk tolerance?
Is it better to pay down debt or save for retirement?
How does insurance impact my overall investment approach?
What is the best way to save for college?