Consolidating Your Investment Accounts

As the New Year gets started many of you will have goals, resolutions, or to-do lists that include your investment and retirement accounts. With the uncertainty that exists in the markets today, we can’t express the importance of making sure your investments are allocated appropriately for you and your needs. Whether you are starting your first job or needing to run a retirement projection, Texans Financial is here to serve you.

One thing that we’d like to put on your radar is consolidating accounts. Do you have retirement plans from previous jobs floating around somewhere? If you’re like most people, you may have left them there simply because you weren’t quite sure what to do with them. Your advisors at Texans Financial are here to meet with you at your convenience at no charge to inform you of your options. Here are four reasons why we recommend consolidating accounts:

  • Easier to manage investments
  • Makes required minimum distributions much easier (for those of you over age 70½)
  • Less paper statements
  • Your beneficiaries will thank you

Again, the financial advisors at Texans Financial are here to serve Texans CU members. Call today to schedule an appointment with one of our advisors to go over your options: 972.348.2033



INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Texans Financial. This article is not an offer to sell or a solicitation of an offer to buy any security, and may not be reproduced or made available to other persons without the express consent of INVEST Financial Corporation. Products offered are: • Not NCUA insured • Not Credit Union Guaranteed • May lose value including loss of principal.



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