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North Texas Capital Advisors

North Texas Capital Advisors is a division of Neighborhood Credit Union. The professionals at North Texas Capital Advisors 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



Understanding Your Rollover Options


Tuesday, June 4, 2024 @ 7 p.m.
Presented by: Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™

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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.

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 or retiring
  • Pros and cons of each options
  • How a rollover works
  • And more


  


Understanding Medicare


Tuesday, June 18, 2024 @ 7 p.m.
Presented by: Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

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

Mike Wells, CFP®, CLU® from TruStage™ will answer your Medicare questions and help you understand:

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind
 

Register here


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