Financial Planning

For building a bright future.

Call us at 931.431.3315 (please note, this number is voice only and does not accept text messages) and speak to our Wealth Management Team. We can't wait to get to know you and help you build a plan that aligns with your values and helps you reach your financial goals.

What we do best.

Fortera & Osaic

Teaming up to make your dreams a reality.

Providing members with smart, customized retirement solutions, Fortera partners with Osaic Institutions. Our licensed and experienced Financial Planning team, registered representatives of Osaic, offers impartial, thoughtful advice tailored to your unique journey and goals. We're here to help you navigate big life decisions with confidence and get started building a bright future.

Take our card.

We believe money management guidance should be holistic, free, and personal. If that sounds like what you are looking for, give us a call at 931.431.3315 (please note, this number is voice only and does not accept text messages).

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Fortera Wealth Management is a trade name of Fortera Credit Union. Osaic Institutions and Fortera Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by an credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value. For more information, please visit http://www.finra.org/ or http://www.sipc.org/. Members should consult a tax advisor for additional tax information.