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North Texas Capital Advisors

North Texas Capital Advisors (NTCA) is a division of Neighborhood Credit Union. The professionals at NTCA focus on investment management and retirement planning for individuals and their families. They make the practice of investment management as simple as it can possibly be and number one goal is to ensure that your needs are met. Our mission is to help you live your ideal dreams in retirement.
  

 
Check the background of this investment professional on FINRA'S BrokerCheck.



Guided Wealth Portfolios - Digital Investing


Upcoming Webinars



Three Transitions to Retirement

Tuesday, February 20, 2024 @ 7p.m.
Presented by: Mike Wells. CLU®, CFP® from TruStage™ Annuities

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

You can attend this seminar at no cost and no obligation.

  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

Understanding Your Rollover Options

Tuesday, March 12, 2024 @ 7p.m.
Presented by: Mike Wells. CLU®, CFP® from TruStage™ Annuities

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

 Register Here

Women and Investing

Tuesday, March 26, 2024 @ 7p.m.
Presented by: Ginger Tin from CUNA Mutual Group

There’s no denying the facts: Women tend to earn less than men and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic, at no cost and no obligation:

The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities


Your Credit Union (Neighborhood Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Neighborhood Credit Union for these referrals. This creates an incentive for Neighborhood Credit Union to make these referrals, resulting in a conflict of interest. Neighborhood Credit Union is not a current client of LPL for advisory services.

Please visit  https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for additional information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Neighborhood Credit Union and North Texas Capital Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using North Texas Capital Advisors and may also be employees of Neighborhood Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Neighborhood Credit Union or North Texas Capital Advisors.  Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, IL, KY, MO, OK, TX, VA, WA & WI