Financial Planning

Tech CU Financial Services can help you reach your present and future goals through sound financial planning.

Retirement Planning
You may be forever young at heart, but it's never too soon to begin planning for retirement. A Financial Advisor at Tech CU Investment Services can assist you with finding a retirement plan that's tailor-made for you. They can offer you investment products and services that may guide you on your way to a comfortable and relatively more secure retirement.

Review Existing Portfolios
Whether you think your financial portfolio just needs a little adjusting or a complete overhaul, our CFS* Financial Advisors can help. They will be happy to go over your financial goals with you and offer information about specific products and services that will help guide you in the direction you want to go in.

College Planning
Start planning your child's education funding. Let our registered CFS* Financial Advisors assist you with the appropriate investments that will help put your child on the path to a solid future.

Check out the latest scholarship opportunities and their eligibility requirements right here at http://www.scholarships.com/.

Life Insurance Plans
Tech CU is always looking out for your best interests. Whether you're just starting a family, already have a family depending on you, or are enjoying retirement, it's never too early or too late to purchase life insurance.

While facing our own mortality may be difficult, planning for it will ease the burden our loved ones will later face. By purchasing life insurance, your family won't need to worry about any unpaid medical bills, burial costs, unplanned or emergency expenses, or even your mortgage balance. But life insurance isn't limited to death benefits. You can also use life insurance to help set up an estate plan, to play a part in your savings strategy, for retirement income, or even to pay for estate taxes.

Contact Tech CU Investment Services
For more information on investments, insurance, financial planning, online trading or to set up an appointment with an Financial Advisor:

(408) 467-2390
invest@techcu.com