Investment is more than focusing on retirement options
On Tap Credit Union isn’t your average bank or credit union, founded in 1954 in Golden Colorado, we provide financial advice in a friendly environment making it easier to help our members craft financial solutions with their goals in mind. As members needs continue to evolve we evaluate internal resources which in turn gives us an opportunity to better support our their financial goals. This includes anything from planning for future dreams such as college for your children or a summer home on the beach. Investment services are designed to support personal dreams and that doesn’t include just retirement options.
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On Tap recently made the branding change from Investment and Retirement Center at On Tap to Investment and Wealth Management at On Tap Credit Union©. The change was made to encourage members and nonmembers to feel welcome to talk to an advisor at any stage of life as we are not here to focus solely on retirement and instead we help provide solutions for their financial life goals. We’ll work with you to design a personalized financial strategy for the life you want to live. It’s more than just planning for retirement, it’s about helping you gain a sense of financial independence—now and for the future.
“We believe in crafting solutions for our members in any stage of life,” said President and CEO Tracie Wilcox. “By rebranding to a more inclusive name we have an opportunity to expand our reach and help more people accomplish their future financial goals.”
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We offer a wide variety of financial planning options and services along with seasoned financial advisors who have over a combined total of 30 years of experience in the industry. Some services include retirement planning, savings & investment, asset allocation, education planning, estate planning, annuities & IRAs, asset management, mutual funds, life insurance and long-term care. In addition to these services, we offer Guided Wealth Portfolios (GWP) which is a digital investment platform with minimal costs and an advisor where you receive automated support. This can be a good option for people who prefer a remote investment service verses in-person and getting started on this platform is fairly quick.
Whether you are a seasoned investor or this is your first time, On Tap can help you too. To request a consultation visit, our website to request a consultation or to seek investment and wealth management services call 303.279.6414 to make an appointment. Any existing members are welcome to contact their financial advisors directly to discuss their accounts. We look forward to crafting a financial solution for you!
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