Financial Planning

Financial Planning is the process of meeting your life’s goals through the appropriate management of your finances. Life's goals can include buying a home, saving for your children’s education or planning for your retirement.

TCU Wealth Management’s Financial Planners walk you through a process consisting of specific steps that help you take a big picture look at where you are now, what you may need in the future and what you must do to reach your financial goals.

Financial Planning at TCU Wealth Management provides direction and meaning to your investment decisions. By viewing each financial decision as part of a whole, you understand its short and long-term effects on your life’s goals. A well-developed Financial Plan allows you to adapt more easily to life’s changes and feel more secure that you are on track to meeting your personal goals including your retirement or your capacity to provide for loved ones.

TCU Wealth Management's Rob Schmidt recently met with CTV to discuss the importance of financial planning and the value it can bring to you.

Please call one of our TCU Wealth Management Financial Planners (1-877-828-4343), book an appointment online, or visit one of our convenient office locations to get more information on our financial planning services.

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Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc.


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