Draft The Players Your Financial Team Needs

Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your finances. Let’s examine possible roles on your financial team.

The Coach: You

It’s your financial game plan, and you’re in charge. Hire the team of professionals who understand the goals you’re trying to achieve and keep each player updated on any changes in your situation.

The QB: Your Financial Advisor

Your advisor has a big-picture perspective on your finances and will act as the quarterback of your money team, coordinating with your tax and legal specialists and guiding you through your interactions with them.

The Tackle: A Tax Pro

Your tax situation might become more complex, so you’ll want to consider adding the right tax professional to safeguard what you’ve worked hard to earn.

The Wide Receiver: Estate Attorney

Planning for the future of your estate and how you will provide for loved ones is no small task. You’ll want someone with demonstrated expertise in your area of concern, such as blended families or children with special needs.

Putting Together the Game Plan

The professionals at TFCU Financial Advisors are available to help you with your game plan and have referral sources for many of the professionals you need on your team. Call us today at (405) 737-0006.

TFCU Financial Advisors
6501 Tinker Diagonal, MWC
(405) 737-0006
TFCUFinancialAdvisors.org

Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by NCUA or insured by any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non-affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only. TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC. Please note, changes in tax laws or regulations may occur at any time and could substantially impact* your situation. While familiar with the tax provisions of the issues presented herein, Raymond James financial advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.