Retirement Planning
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
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Bethel Coleman, CRPCTo request a Consultation, call us at 615-780-7803. Monday-Friday 8:30-4:30, email us at bethel.coleman@lpl.com or click below. For your protection, The Tennessee Investment Services 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. |
Check the background of this investment professional on FINRA's BrokerCheck
*Bethel Coleman is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Tennessee Credit Union and The Tennessee Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Tennessee Investment Services, and may also be employees of The Tennessee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Tennessee Credit Union or The Tennessee Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA, or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
*The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.