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WEALTH ADVISORS
WHAT WE DO
WHO WE ARE
CREATE A CUSTOMIZED FINANCIAL PLAN
CALCULATE YOUR PORTFOLIO’S RISK NUMBER
With well over 100 years of combined experience helping thousands of people navigate financial decisions, you can rely on our team to build your customized financial plan that is tailored to the exact specifications you need for your financial path. We get to know each client's dreams, wishes and desires that define their financial goals.
After thorough consideration and planning, a strategy is developed to manage investments, cash flow and control risk.
People, circumstances and the economy change. Our suite of services can guide you through every step of the way as you work towards your lifelong goals.
We are a group of financial professionals with well over 100 years of combined experience. We understand how important your financial future is, and it is our mission to help you realize your dreams financially. Our advisors will take you through a customized, detailed financial plan tailored to your exact needs.
As a department of TDECU we have the full support and resources you've come to know. We are also backed by LPL Financial, which provides custodial services for nearly $500 billion in client assets, and over 4 million accounts. LPL Financial supports our practice with dedicated investment research, financial planners, traders, attorneys and industry leaders.
NaviPlan is a service provided to you by TDECU Wealth Advisors free of charge. NaviPlan is a comprehensive and flexible financial planning software that allows you to take various assessments, plan your financial future and compare your goals.
NaviPlan is a multi-faceted tool that allows you to plan for:
retirement, a large purchase, or education with tools and calculators to facilitate your plan.
Take a short quiz that examines your portfolio size, financial goals and risks you can take for potential gain.
This complimentary service provided by TDECU Wealth Advisors explains your risk score, while also providing the following:
Review and analysis of your current investments, help aligning your portfolio to match your personal preferences and priorities, and a proposed portfolio that includes potential gain/loss projections that can be expected over time.