Explore Our Retirement Learning Center
TEG Federal Credit Union has partnered with Vision Retirement for all your advice, planning, and investment needs. Vision Retirement, is an independent advisory firm that helps clients simplify their retirement journey. 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
Webinars and Seminars
Check out the upcoming webinars and seminars Vision Retirement is hosting that you can attend for FREE!
Also catch up on previous ones you may have missed!
Ask Jean Riordan Video Library
Risk Tolerance & Investing
Is a Roth IRA Right For Me?
What to do with your 401k when changing jobs
Retirement Articles
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.
