The Tennessee Credit Union
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Financial Life PlanningFinancial Life Planning

It’s natural to have questions about something as important as financial planning.

  • What are the first steps?
  • What type of investing is best for me?
  • How do I manage in a volatile market cycle?
  • What if I change my job?
  • Am I on track to reach my goals?
  • How does my age affect my planning?

Financial planning is extremely personal. Every individual’s financial situation is unique and every person has his or her own attitudes, comfort levels and perspectives about money and finances. At TTIS, we believe providing service means devoting time and working closely with you to understand what makes you distinct. Getting started with a financial plan, designed to address your current and future financial needs, may be a lot easier than you think.

We offer a full range of financial planning services, including retirement planning (asset accumulation and income distribution planning), estate conservation, portfolio and investment management, college funding strategies and more.

Life’s a lot easier when you’re prepared for the future. Make your money work for you with a financial planning strategy – it is one of the most important things you can do and one of the things we do best.

REQUEST A CONSULTATION

Call us 615-780-7804, Monday-Friday 8:30 am-4:30 pm (CT) or email us at Bethel.Coleman@cunamutual.com.

For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account.


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Tennessee Investment Services' Advisors are registered representatives of CUNA Brokerage Services, Inc.The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

FR-2134375.1-0518-0620