Investments
Where do you want to be tomorrow?
Check the background of the investment professionals associated with this site on FINRA's BrokerCheck.
Helpful articles to get you started.
Direct Indexing
Indexing is a familiar concept for investments, but Direct Indexing is variation on this idea.
COLA and Social Security
It's now projected that benefits will increase 6.1% in 2022, up from 4.7% forecast just two months ago.
Saving for Retirement and a Child's Education
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?
Investment Seminars
Austin Telco Retirement and Investment Services holds informational seminars to give you the knowledge you need to have the retirement you want.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Austin Telco Federal Credit Union and Austin Telco Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Austin Telco Retirement & Investment Services, and may also be employees of Austin Telco Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Telco Federal Credit Union or Austin Telco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Austin Telco Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Austin Telco Federal Credit Union for these referrals. This creates an incentive for Austin Telco Federal Credit Union to make these referrals, resulting in a conflict of interest. Austin Telco Federal Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.