Trusted Capital Group (TCG)
Investment and Retirement Planning Solutions for Peace of Mind
At Firstmark Credit Union, we are committed to helping our members improve their long-term financial success. We have partnered with Trusted Capital Group (TCG), who has built an impressive business based on straight talk, personalized service and years of experience working with educators. Their dedicated team of professionals serve from deeply held values, which align with our own. TCG is focused on promoting financial education and services to help you make informed decisions and achieve financial success. With TCG, our members will benefit from a dynamic investment program that includes:
- An affordable fee structure that will bring you savings
- An easy process to schedule advisory services through the TeleWealth platform
- Access to advisors conveniently available to meet with members virtually or by phone
- Access to Social Security and retirement plan resources
- Access to knowledgeable advisors closely familiar with the Teacher Retirement System (TRS)
- Access to bilingual advisors for service in Spanish
- Access to financial literacy through financial seminars, blogs and podcasts
TCG’s trusted advisors are eager to help you define and achieve what financial success and well-being means to you.
TCG Workshop Videos and Webinars
Educator-Focused Series
Throughout this series, we aim to cover relevant topics that impact educators and provide guidance on retirement planning.
View our previous virtual webinars
All investment management and financial planning services are offered through TCG Advisory Services LLC (“TCG Advisors”) which is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC), and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. TCG Advisors is not affiliated with Firstmark Credit Union. TCG Advisor’s main corporate offices are located in Austin, Texas and a copy of its Form ADV Part 2 is available upon request. All investing involves risk of loss. Any funds invested should not be considered a deposit or guaranteed by Firstmark Credit Union or insured by NCUSIF.
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