INVEST & RETIREMENT PLANNING

ClearVista Financial & Cambridge Investment Research, Inc.

 

Our goal at Texas DPS Credit Union is helping you reach your financial goals and enjoying the rewards of your hard work along the way. Toward this aim, we have formed an alliance with the investment professionals at Cambridge Investment Research, Inc. and ClearVista Financial. Our members have access to an array of selected investment services and insurance products.

 

 

  • Services Available
  • Retirement Planning
  • Our Advisors

The selection of services available through the branch of Cambridge Investment Research, Inc. include:

 

  • Stocks & Bonds
  • Mutual Funds
  • Alternatives to Traditional CDs
  • Annuities: Fixed & Variable
  • Rollovers: 401(k), 403(b) and 457 Pension Plans
  • Retirement Planning
  • Life Insurance
  • IRAs: Roth and Traditional
  • 529 College Savings Plans
  • Managed Brokerage Services (Advisory Fees may apply)

 

Help is just a phone call away. All consultations are free.

 

Call 512-381-1510 or email us!

 

We will make every attempt to contact you the same day.

You work hard to earn a living and provide for you and your family. For many, retirement is a journey into a new stage of life. Whether your dream is to take it easy, travel, or start a new career, make sure you are prepared for what can be the most enjoyable part of life.

 

Our financial advisors can give you a check up for your retirement needs. All credit union members receive free reviews of their retirement investments and other assets. Our advisors understand State benefit and retirement programs and can help you navigate the best course for your retirement.

 

All consultations are free and have no obligation.

 

Call 512-381-1510 or email us!

 

We will make every attempt to contact you the same day.

Mark TriceMark Trice

 

Call 512-381-1510

 

Email me!

 

We will make every attempt to contact you the same day.

Mark Trice


 

Mark Trice, Financial Consultant at TXDPSCU, is an advocate for accessible and understandable personal financial planning. He believes in realistic and workable financial planning for real people, recognizing that various stages in life can influence financial needs.


Mark is a successful entrepreneur, business advisor and personal finance consultant. Over the past 20 years and prior to starting his own practice, Mark worked as an executive with a number of professional service organizations such as PricewaterhouseCoopers and DLA Piper.


Mark has a General Securities Registration (Series 7), is registered as an Investment Advisor Representative (Series 66), and is a licensed insurance agent. He has the designation of CFE Certified Financial Educator from the Heartland Institute of Financial Education, providing financial literacy education programs to adults. Mark holds a masters degree in Applied Economics from the University of North Texas and a bachelor’s degree from Baylor University.


He and his wife, Holly, have 4 children and are members of Harris Baptist Creek Church in McGregor.


Mark Trice is an Investment Advisor Representative with and offers Securities and Advisory Services through Cambridge Investement Research, Inc., Member FINRA, SIPC, and a Registered Investment Advisor. Investment products offered are not NCUA insured, not deposits, obligations of, or guaranteed by any credit union, and are subject to investment risk, including possible loss of principal amount invested. TFA is not affiliated with ClearVista Financial or TXDPSCU.

 

Visit ClearVista Financial Website

ClearVista Financial is an independent financial services company located inside the Texas DPS Credit Union.

 

Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA, SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial and Cambridge are not affiliated. Check out the background of this investment professional on FINRA's BrokerCheck.


This communication is strictly intended for individuals residing in the states of CA, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice. LD056357-03/16

Retirement Check Up

Would you like more income in retirement?  Get a free check up and learn how you can increase your paycheck in retirement.

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Texas DPS Credit Union | 621 W. St. Johns Ave | Austin, TX 78752
Mailing Address | PO Box 15346 | Austin, TX 78761
Toll Free 1(877)252-9199 | Austin (512)452-5211

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