The leading retirement planning firm, with offices in Ridgewood and Nutley, New Jerseyprovide members with affordable access to a certified financial planner
RIDGEWOODNew Jersey , May 12, 2022 /PRNewswire/ — Independent consultancy Vision Retirement, headquartered in Ridgewood, New Jerseyannounces a partnership with TEG Federal Credit Union, with eight locations across the New York one Hudson Valley. The new partnership will provide the credit union’s more than 40,000 members with easy access to financial advice, investment and retirement planning needs.
Whether they are just starting out or have significant assets, TEG members can take advantage of a variety of commitment options offered by Vision Retirement. For example, a monthly subscription plan is available that provides them with ongoing guidance from a CFP® professionals to ensure that they consistently make the right financial and investment decisions. Tax preparation and hourly consultation services are also available.
“Partnering with such a respected institution as TEG Federal Credit Union allows us to grow and help more people simplify their journey to retirement, which can often seem complicated and overwhelming at first,” said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. “We want to take the guesswork out and be that trusted source for them, whether they need us long-term or as needed.”
“We believe this alliance with Vision Retirement will only enhance our members’ experience with a host of additional resources now at their fingertips,” said Ronald Flaherty, President and CEO of TEG Federal Credit Union. “Planning for the future is essential to financial health and the Vision Retraite team are experts in this area and can offer the advice and tools that members need to feel secure in their decision-making.”
Members of the TEG Federal Credit Union will not be required to meet a certain net worth or minimum investment to meet a CFP Vision Retirement® professional. Plans are underway to offer free educational content, including webinars and digital content, on various retirement-related topics.
About Retirement Vision
Vision Retirement is an Independent Registered Investment Advisor (RIA) headquartered in Ridgewood, New Jersey. Launched in 2006 to better help people simplify their retirement journey, Vision Retraite’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable, stress-free retirement. For more information, call 201.447.2212 or visit www.visionretirement.com.
About TEG Federal Credit Union
Founded in 1969, TEG FCU is a full-service financial cooperative for individuals and businesses who live, work, worship or attend school in the New York Dutchess, Orange, Putnam, Rockland, Sullivan, Ulster and Westchester counties. As a member-owned, non-profit organization, TEG always puts the financial needs of its members first. TEG offers a wide range of financial services including deposit accounts, loans, mortgages and investment/retirement planning. Insured by the NCUA. Equal Housing Lender. For more information, visit tegfcu.com.
Paul MullerFounder & CCO
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SOURCE Retirement Vision