Together Investment and Retirement Services: What You Need to Know
As the world finds a “new normal”, have you thought about the future? Maybe you’ve been thinking about how to secure a long-term financial security plan, but don’t know where to start.
We want to make sure you know about our investment and retirement services available for members through Together Investment and Retirement Services (TIRS). As part of your membership benefits at the credit union, TIRS is a valuable resource to assist you in your personal financial needs and aspirations.*
What Does Together Investment and Retirement Services Do, Exactly?
TIRS is a group of financial planning professionals that help guide your journey into financial well-being for the long haul. Some financial planning TIRS provides:
· Comprehensive Financial Planning
· Financial Advice
· Retirement Planning
· Estate Conservation
· Insurance Services
· Long Term Care Planning
Who Would Benefit Most From Using an Investment and Retirement Services Group?
Anyone can start planning their financial future today. Many think you might need to already have a 401(k) or own a home to start these conversations, but the truth is any time is a good time to begin talking about your financial goals.
Now, more than ever, it’s important to develop a trusted relationship with a financial professional to help with mapping out a plan for current future goals.
Questions about joining Together Credit Union? We’ll be with you every step of the way. To become a member of Together Credit Union, you can start the membership application online or reach the Member Contact Center at 800-325-9905.
*The Together Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3020621.1-0320-0422
