Vision Retirement Announces Partnership with TEG Federal Credit Union.
Press Release
The Alliance will Offer Members Affordable Access to a Certified Financial Planner Professional.
RIDGEWOOD, NEW JERSEY (May 12, 2022) –Vision Retirement, an independent advisory firm based in Ridgewood, New Jersey, is excited to announce its partnership with TEG Federal Credit Union. With eight locations across New York’s Hudson Valley, this collaboration is set to bring a host of benefits to the credit union’s 40,000-plus members. From easy access to financial advice to comprehensive investment and retirement planning, this partnership is designed to enhance the financial well-being of TEG's members.
TEG’s members, regardless of their financial status, can now tap into a range of services offered by Vision Retirement. Whether they are just starting their financial journey or have substantial assets, there is a service for everyone. For instance, a monthly subscription plan provides ongoing advice from a CFP® professional, ensuring sound financial and investment decisions. Additionally, tax preparation and hourly consulting services are available, offering flexibility and personalized solutions.
“Partnering with such a well-respected institution as TEG Federal Credit Union allows us to expand and help so many more individuals 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 for the long-term or on an as-needed basis.”
“We believe this alliance with Vision Retirement will only further enhance our members’ experience with many added resources now at their fingertips,” said Ronald Flaherty, President and CEO of TEG Federal Credit Union. “Planning for the future is critical to financial health, and the team at Vision Retirement is the experts in this field. They can offer the advice and tools members need to feel secure in their decision-making.”
TEG Federal Credit Union members will not be required to meet a particular net worth or minimum investment to meet with a Vision Retirement CFP® professional. Plans are in the works to offer complimentary educational content, including webinars and digital content, on various retirement-related topics.
About Vision Retirement
Vision Retirement is an independent registered investment advisor (RIA) headquartered in Ridgewood, NJ. Launched in 2006 to better help people simplify their retirement journey, Vision Retirement’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable and 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 counties of Dutchess, Orange, Putnam, Rockland, Sullivan, Ulster, and Westchester. As a member-owned and not-for-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. With over $404 million in assets, TEG serves its more than 40,500 members through eight branches in Poughkeepsie, Beekman, Hyde Park, Middletown, Newburgh, and Wappingers Falls, as well as through a top-notch digital banking system. Insured by the NCUA. Equal Housing Lender. For more information, visit tegfcu.com.