Finding the right financial advisor to help you prepare for retirement doesn't have to be hard. Whether you are nearing retirement, enjoying your peak earning years, or just starting your career, a personalized retirement plan can play a key role in your financial strategies. It is important to be proactive and realistic in determining your retirement income needs because a longer and more active retirement requires greater financial resources.
Our Financial Advisor, Bethel Coleman, is a Chartered Retirement Planning Counselor (CRPC). She will focus on your needs before and after retirement and create a personalized plan based on your goals and aspirations, so you can be prepared, anticipate, and enjoy your later years.
Contact Your Financial Advisor
Bethel Coleman, CRPC
To request a Consultation, call us at 615-780-7804. Monday-Friday 8:30-4:30, email us at Bethel.Coleman@cunamutual.com., or click below.
For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Professional you need to give instructions related to your account.
*The Tennessee Investment 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.
*The Tennessee Investment Services 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.