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. People are living longer and that means your money has to “live longer” too. The Financial Advisor works with you to create a personalized plan based on your goals and aspirations, so you can be prepared, anticipate and enjoy your later years.
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 Tennessee Investment Services' Advisors are registered representatives of CUNA Brokerage Services, Inc. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution.