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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



Income for Life

Tuesday, April 9, 2024 @ 7p.m.
Presented by: Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

Join us for this exclusive seminar as leading financial professional Mike Wells, CFP®, CLU® dives deep into ways to build wealth and income for life.

  • Sources of retirement income you can rely on.

  • Retirement risks you face now.

  • Income strategies you should consider.

  • How you can use annuities to guarantee income for life






Return of Conservative Investing

Tuesday, April 23, 2024 @ 7p.m.
Presented by: Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™

This seminar will cover important topics like certificates of deposit (CDs) and annuities. You can attend this seminar at no cost and without obligation.

Mike Wells, CFP®, CLU® from TruStage™ will answer some of your conservative investing questions and discuss:

  • How conservative investments help you face today’s economic risks
  • The difference between CDs and annuities
  • Different types of annuities
  • How to choose the right conservative investment for you


Register Here



Social Security and Retirement

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

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Wells, CLU®, CFP® from TruStage™ will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans



 

Three Transitions to Retirement 

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

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. 

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

  • 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
 

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