Team One Credit Union

CONNECT

Address:

8450 Gratiot Rd
Saginaw, MI 48609

Phone:

(989) 272-0024

Services

TEAM ONE INVESTMENT SERVICES

 

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 


Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 


Estate Planning

Coordinating with your tax and legal advisors. Helping you estate plan for your intended heirs. Helping with beneficiary designations. Potentially reducing exposure to estate taxes and probate costs. 


Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation. 


Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education. 

 


Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
 

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck