The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional
The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the credit union’s 40,000-plus members with ease of access to financial advice, investment, and retirement planning needs.
Regardless of whether they’re just starting out or have significant assets saved, TEG’s members can take advantage of a variety of engagement options offered by Vision Retirement. For example, a monthly subscription plan is available that provides them with ongoing advice from a CFP® professional to help ensure they are consistently making the right financial and investment decisions. Tax preparation and hourly consulting services are also available.
Latest Fintech News: Sasai Fintech’s Digital Wallet Secures GSMA Compliance, Increasing Digital Mobile Wallet Offering to its Customers
“Partnering with such a well-respected institution as TEG Federal Credit Union allows us to expand and help so many more individuals simplify their journey to retirement, which can often seem complicated and overwhelming at first,” said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. “We want to take the guesswork out and be that trusted source for them whether they need us for the long-term or on an as-needed basis.”
Latest Fintech News: Velocity Solutions and DoubleCheck Solutions Team Up to Provide Unique Consumer Liquidity
“We believe this alliance with Vision Retirement will only further enhance our members’ experience with a multitude of added resources now right at their fingertips,” said Ronald Flaherty, President and CEO of TEG Federal Credit Union. “Planning for the future is critical to financial health and the team at Vision Retirement are the experts in this field and can offer the advice and tools members need to feel secure in their decision-making.”
TEG Federal Credit Union members will not be required to meet a certain net worth or minimum investment to meet with a Vision Retirement CFP® professional. Plans are in the works to offer complimentary educational content, including webinars and digital content, on various retirement-related topics.
Latest Fintech News: Wolters Kluwer Launches OmniVault for Real Estate Finance
[To share your insights with us, please write to sghosh@martechseries.com]
