Life Stage Resources
Life is full of changes. Some are standard to most people – like getting your first job or retiring from the workforce. Others are unique to each individual – like adapting to a new medical situation or dealing with significant income adjustments. Whatever changes you may face in life, you can make them smoother by taking a few proactive steps.
TCCU has relationships with various service providers who can help you organize your life now so you are prepared for later stages in your life.
Wills, Trusts and Powers of Attorney
Are your loved ones protected if something happens to you? It’s a subject many people don’t like to think about, but we don’t know what tomorrow holds. TCCU offers estate planning services to our members through a partnership with PFG Wills and Trust Services. These services are designed to help you prepare for the unexpected, like:
- Who will take care of your children if something happens to you?
- Who will make healthcare and financial decisions if you are unable to?
- Should you have a will?
- How do you go about creating a will?
Services available include:
- Trusts
- Will
- Powers of attorney
Don’t do this alone. Trust our expert partners to walk you through this process so you have a solid plan for the future. Call 888-656-4415 to schedule your no-cost, no obligation consultation.
Investments
We offer a wide range of products and services and we can help you choose from a variety of providers to find the one that best fits your needs, including:
- Wealth & Financial Planning
- Estate Planning
- Insurance
- Long-term Care
- Trusts**
- College Savings Plans
Click here for TCCU Investment Services information.
Medicare Plan Assistance
Understanding your Medicare options is crucial when it comes to selecting the right coverage. With so many different plans available, it can be overwhelming to decide which one is best for you.
To help guide you, we have partnered with the Insurance Professionals Group to provide you with expert guidance and support throughout the process of obtaining the perfect Medicare plan – with no cost to you!
When calling, be sure to let the agent know you are with Tarrant County’s Credit Union
Questions about our products and services? Give us a call at 817-884-1470.