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.
Firstmark Retirement Powered by FinPath 403(b)
Save with Confidence
403(b) plans are tax-advantaged retirement plans available exclusively to public school employees and tax-exempt organizations. These plans are similar to a traditional 401(k) plan you are probably familiar with but have special benefits for qualifying participants like you.
How to Begin
Participating ISDs
- New Braunfels Independent School District (NISD)
- Northside Independent School District (NISD)
- San Antonio Independent School District (NISD)
- Southside Independent School District (SISD)
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.
Reach Out
Let’s Get Started
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- On desktop, click the three dots in the upper right hand corner
- Click “Skip-A-Pay” to start your skip
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- Social Security Number
- Member Number
- Choose a Username
- Have a Strong Password
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Log into Online Banking
Need to Enroll in Online Banking
To make this process as quick as possible, please have the following ready:
- Social Security Number
- Member Number
- Choose a Username
- Have a Strong Password
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiaries:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
Choose one of the following:
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Initial Deposit Amount (ACH or Credit Card)
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Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Initial Deposit Amount (ACH or Credit Card)
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Credit Limit
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
- Estimated Property Value
- Estimated Property Tax and Insurance Amount
- Existing Mortgage Information
Choose one of the following:
Let’s Get Started
Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s:
- Social Security Number
- Date of Birth
- Current Address
- Phone Number
- Email Address
- Valid ID
- Requested Loan Amount
- Estimated Property Value
- Estimated Property Tax and Insurance Amount
- Existing Mortgage Information
Choose one of the following: