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.

Due to Concerns Related to COVID-19, our Hollywood Branch is Temporarily Closed.

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 with the purchase of many investment and insurance products.

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, IPOs, bonds, mutual funds, annuities, cash balance plans, REITs, & much more.

401K

401K

Ever had a Certified Financial Planner (CFP) 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 ensure that you keep pace with the market, are prepared for predictable changes in the economy, and are protected in the event of an unexpected downturn. 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.

Disclaimer

  1. 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.