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Benefits of a ConsultationBenefits of a Financial Consultation

A consultation allows us to learn more about your life aspirations and your unique circumstances so that we may assist you. Our goal is to help you efficiently create, grow and preserve your wealth by providing independent, objective advice and professional investment and financial management.

You may benefit from a complimentary, no-obligation consultation with one of the advisors if you want to:

  • Discuss strategies that seek to make your money last throughout retirement with a tax-efficient distribution strategy
     
  • Save for your child's or grandchild's college education
     
  • Obtain a second opinion on asset allocation or portfolio diversification
     
  • Make the most of your asset-building years
     
  • Have investments with numerous brokers and want to consolidate assets in one place
     
  • Have money in a 401(k)/TSP from a previous employer
     
  • Want to establish an estate plan and protect your family’s financial future for generations to come
     
  • Have discretionary cash and want to get started with a financial and investment plan
     
  • Learn about investment options for a maturing CD
     
  • Develop a strategy to maintain a preferred standard of living in retirement
     
  • Re-examine investments due to a recent life-changing event -- suddenly single, merging households, recently married, just graduated, new baby, etc.

Our ApproachOur Approach

We take a thoughtful, comprehensive and personalized approach to financial planning and portfolio management for our clients. We understand that your financial planning needs are dynamic and will continue to change. Your advisor will recommend an investment strategy, as well as monitor and manage your portfolio throughout the seasons of your life. You will feel confident knowing that your financial goals, resources and strategies will continue to be assessed, that you will be alerted to decisions that need to be made as your circumstances change, and that as new opportunities arise, they will be discussed with you. Our goal is to guide you toward financial strategies that can help you realize the future you envision.

Our Approach is consultative. Depending on your needs and objectives, some or all of these phases may be included.

Planning Phase

  • Learn About You and Your Objectives
  • Collect and Analyze Data and Share Expectations
  • Present Recommendations and Coordinate an Implementation Checklist

Implementation Phase

  • Define Specific Actions and Expected Results
  • Identify Potential Problems and Opportunities
  • Develop Strategies
  • Outline the Plan and Establish a Schedule

Management Phase

  • Establish Service Expectations
  • Conduct Reviews on an Established Cycle
  • Synchronize Services with Other Outside Resources (CPAs, Attorneys, etc.)*
  • Provide Ongoing Support, Analysis, and Recommendations

*Tax and legal services are not offered by TTIS.

Contact Your Financial Advisor

Bethel Coleman Financial Advisor

 

 

Bethel Coleman, CRPC 

To request a Consultation, call us at 615-780-7804. Monday-Friday 8:30-4:30, email us at Bethel.Coleman@cunamutual.com., or click below.

For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Professional you need to give instructions related to your account.

REQUEST A CONSULTATION

*The Tennessee Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

*The Tennessee Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3414325.1-0121-0223