Invest & Plan
Helping You Live Out Your Vision
Your vision is our purpose. 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. We do this through our alliance with the investment professionals at Clearvista Financial & Cambridge Investment Research, Inc.
- One on One individualized plans for savings and investing
- Experienced Advisors to guide you through this step in your financial journey
- Prepare for retirement, sending your child to college, or growing your savings
Retirement Planning
Get a free retirement check-up from our advisor who understands retirement programs as well as state benefits to empower you to start your journey into retirement.
All consultations are free and have no obligation.
Investment Services
A selection of services available through the branch of Cambridge Investment Research, Inc. includes:
- Stocks and Bonds
- Mutual Funds
- Alternatives to Traditional CDs
- Annuities: Fixed and 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)
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
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