Texas Partners Savings and Investments

Texas Partners Federal Credit Union has teamed up with SWBC Investment Services, LLC to bring you more investment choices. With today's economic challenges and diverse investment choices, you need a team to turn to who can simplify the investment process and help you work toward realizing your dreams.

Many Options, One Solution. Whether you are starting an investment plan or just want to review your portfolio, let SWBC Investment Services assist you in determining your short and long term investment needs. To begin working towards your financial goals, contact SWBC at (866) 884-2605.

Our Products and Services. You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether it is planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, SWBC Investment Services will help you achieve your goals. Through SWBC Investment Services you have access to a full array of investment and insurance products.

Investments

Brokerage Services
Individual securities – Stocks & Bonds
Mutual Funds
Annuities
Retirement Plans
IRA’s
College Savings Plans

Insurance

Insurance: term, whole life, variable, universal life
Annuities: fixed and variable
Long-term care

Life Events

Starting out with a new career. Budgeting income, expenses, savings and investments.
Protecting your family. Whether you’re getting married or starting a family, it’s a good time to review your savings, investments and insurance needs.
Changing Jobs. When you move or change jobs, review your retirement plan options from your past and present employers to ensure they all fit your financial profile.
Saving for Retirement. How much income will you need in retirement?
Saving for College. With rising education costs, are you investing for that future anticipated need?
Transition to Retirement. Make the most of living in retirement while avoiding costly mistakes.
Preserving Wealth. Do you plan to pass on your estate to the ones you love. We can show you how!

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.
Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.

Supervisory Office:
Allen Barton
SWBC Investment Services, LLC
9311 San Pedro Avenue, Suite 600I San Antonio, TX 78216
OFFICE (210) 321-7296 I FAX (210) 525-9461
compliance@swbcinvestments.com

©2010 Texas Partners Federal Credit Union. All rights reserved.
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the National Credit Union Administration a U.S. Government agency. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.