We are proud to provide the financial planning services to the members of the University of Tennessee Federal Credit Union. Our services include:
Investment Advice for UTFCU Members – whether advice for one financial decision or an entire financial review, we provide an objective perspective on investment products available in the marketplace today, while ensuring that the investments fit each individual’s risk tolerance and time horizons.
Understanding UT Retirement Plans – we provide complimentary reviews of member’s retirement plan investment holdings to ensure they are diversified and appropriate for the member’s remaining time to retirement.
Optional Retirement Plan (ORP) – We have the tools at UTFCU to help service your Tennessee Optional Retirement Plan.
Transitions to Retirement – to help answer the many questions members have as they retire, we provide advice on rolling over retirement plans to an IRA, maximizing retirement income, health insurance planning and legacy/estate planning.