Wealth Services

Guiding You to Financial Freedom

Energy Capital Credit Union is a full-service financial institution that provides a select suite of solutions to help our members achieve, grow, and maintain wealth. Let ECCU Wealth Services help you grow and preserve wealth for generations to come.

Our Areas of Expertise

Investment Management	401k Rollovers & NUA Tax Planning	College Planning

Additional Services

We specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we have the solutions to take you to the next level.

Financial Planning	Investments
Retirement Plans Tax Plans 401k Planning Company Pensions 403b Planning College Plans Estate Plans Money Management Profit Sharing Plans	Stocks, Bonds, Mutual Funds Brokerage Accounts College Savings Plans 401k and Retirement Savings Plans Net Unrealized Appreciation (NUA) for company stock Rollover IRA Traditional IRA Roth IRA SEP IRA Simple IRA Real Estate Investment Trusts Government Securities Variable Annuities Indexed and Fixed Annuities

Wealth Services: Securities, insurance, and advisory services offered through Osaic Wealth, Inc., a registered broker-dealer and registered investment advisor, member FINRA/SIPC. Texas Wealth Advisors is a marketing designation name. Osaic Wealth, Inc. and Texas Wealth Advisors are not affiliated with Energy Capital Credit Union (“ECCU”), its affiliates, divisions or subsidiaries. Securities products are not insured by NCUA; are not deposits or other obligations of ECCU, are not guaranteed by ECCU, and are subject to investment risks including the potential loss of principal invested.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Additional insurance services offered through Texas Wealth Advisors, LLC, which is not affiliated with SagePoint Financial.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, IL, LA, NV, OH, OK, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.