Explore Our Retirement Learning Center
TEG Federal Credit Union has partnered with Vision Retirement for all your advice, planning, and investment needs. As a registered investment advisory firm (RIA), Vision Retirement is held to a fiduciary standard of care, meaning you’ll receive advice that’s always in your best interest and never about their bottom line. As a result of this partnership, members now have easier and more affordable access to a CFP® professional and a host of other benefits.
Pathway to Retirement
Retirement Planning Guide
The purpose of this guide is to help spark new insight into the topic of retirement and provide you with some tips along the way to make your golden years a little more enjoyable.
Are You on Track?
Find out if you’re on track to retire – or the age when you can do so comfortably!
Recommended for investors aged 50+, you’ll get to collaborate with one of the Vision Retirement’s CFP® professionals to assess the likelihood of achieving your retirement goals and identify actionable steps to stay on course if needed.
TEG members receive a 25% discount on the advertised price of $590 ($442.50).
Ask Jean Riordan Video Library
Retirement Articles
Ramp up your financial knowledge.
Vision Retirement’s library of in-house content spans all topics related to your retirement journey.
Meet Your Financial Advisors
Jean Riordan, CFP®
Relationship Manager & VP of Tax Planning
Office: 201.447.2212
Cell: 845.464.1111
Email: JRiordan@visionretirement.com
For a complete bio, click here.
Paul Muller, AEP®, CFP®
Relationship Manager & Founder
Office: 201.447.2212
Email: pmuller@visionretirement.com
For a complete bio, click here.
Benjamin Stark, CFP®
Financial Advisor & Director of Client Experience
Office: 201.447.2212
Email: bstark@visionretirement.com
For a complete bio, click here.
Nicholas Taber
Associate Financial Advisor
Office: 201.447.2212
Email: ntaber@visionretirement.com
For a complete bio, click here.
Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.
All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalities. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Check the background of your financial professional on FINRA’s BrokerCheck.
To obtain relationship summary documents, including our most recent ADV, registered with the SEC, click here.
