Secure a better financial future

Working with an investment advisor can have a tremendous impact on how large a nest egg you can create for your future quality of life.

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Working with an investment advisor can have a tremendous impact on how large a nest egg you can create for your future quality of life.

Financial and Retirement Planning

Technicolor Federal Credit Union offers our members financial planning services.

The only way to achieve financial independence is to develop a proper and well prepared financial plan that will enable flexibility based on the needs of each individual member. Whether it’s stocks, bonds, mutual funds, annuities, Real Estate Investment Trusts (REITs), cash balance plans, 401k strategies, IRAs, Roth IRAs, trusts, insurance, and other tools, we can help each member through our partnership with PFG Advisors and Securities America, Inc.

For more information, contact us at [email protected] or by telephone at (818) 973-4900.

Investments

Investments

We can assist you in selecting the most suitable investments, and actively manage your portfolio. You can also opt to use your own skills to self-direct your investments. You have the freedom to choose!

There are many investments available to consider. Our only goal is to provide you with recommendations that best meet your financial needs and goals. Some of the choices available for investment include stocks, bonds, mutual funds, annuities, cash balance plans, REITs, & much more.

401K

401K

Ever had an investment advisor review your 401k allocation strategy?

Do you have accounts from a previous job that haven't been reviewed in a while? If you do, you may be missing out on important opportunities, leaving your retirement plan open to risk. We recommend a 401k plan review to accommodate market fluctuation, and are prepared for predictable changes in the economy. We can provide a complimentary plan analysis and assist you in determining if your distribution percentages and fund allocation choices need adjustment.

If you are interested in finding out how we can assist your company with reducing your costs and increasing your 401k's value and offerings, please email us at [email protected] and we'll be glad to put together an analysis and a proposal for exactly what we can do together.

Want to be shocked by your future net worth?

The sooner you put a strategy in place, the more you'll have to live life on your own terms.

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Disclaimer

  1. Check the background of your financial professional on FINRA’s Broker Check
  2. The information in this article is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. All products and services offered are independent of Technicolor Federal Credit Union, are not obligations of Technicolor Federal Credit Union, are not federally insured by NCUA and involve investment risk.
  3. Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SPIC . Insurance products offered through approved carriers. Technicolor Federal Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Securities, insurance, and advisory offered through Osaic Wealth, Inc., PFG Advisors, LLC or their affiliates are:

    NOT NCUA INSURED - NOT CREDIT UNION GUARANTEED - MAY LOSE VALUE
  4. CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS)
    CLICK HERE FOR A COPY OF OSAIC'S CONSUMER RELATIONSHIP SUMMARY (FORM CRS)
  5. Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
  6. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.