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Tower Wealth Management Launches New Website

Exciting news! Tower Wealth Management©, Tower’s in-house financial group for Tower Federal Credit Union members, has launched a new website——an excellent resource for investors. If you’re new to investing, or are an investment guru, you will find a wealth of information—and some fun stuff too!—on the new site.

Your new comprehensive resource
The site’s new extensive Resource section is your one-stop-shop for all things investing.

Newsletters Monthly financial newsletters chock full of information on a wide variety of financial topics.

Videos – Engaging, short animations help illustrate key financial concepts and current events.

Flipbooks – Magazine-style flipbooks provide helpful information on a variety of financial subjects and illustrate key financial concepts.

Articles – A research library full of information on important financial topics that we believe you’ll find helpful. Arranged by topic, you’ll find a selection of easy-to-understand information sheets about related financial concepts and strategies. The information is updated regularly to reflect the latest facts, figures, legislation and economic trends.

Tax LibraryA collection of resources to help you manage your taxes as well as prepare for tax season. Simply click one of the topics, and you’ll find a selection of tools and information related to taxes and tax strategies.

    • Federal Tax Forms
    • Federal Tax Rates
    • Federal Tax Publications
    • Tax Glossary
    • Federal Tax Calendar
    • Tax Wise Strategies
    • Federal Income Tax Calculator

Calculators – Financial calculators designed as educational tools to help you estimate answers to common financial questions like: How much retirement income will I need? How much life insurance is enough? What type of IRA is right for me?

Glossary – From Adjusted-Gross Income to Zero-Coupon Bond—and everything in between—this helpful glossary provides definitions of commonly used investment terms.

Keep a close watch on the market
The new Market Watch section gives you the tools to do just that. Straight from the New York Stock Exchange and updated continuously so the information is fresh, accurate and relevant. You’ll want to check it daily to keep up with your favorite companies and stocks.

See an overview of the stock market at a glance, view “Market Movers”, find out who gained/lost value, and get a sense of overall stock market activity.

Drill down deeper by looking up a specific company and see at-a-glance how the company is performing and other details.

The handy Symbol Look Up search engine lets you put in a company name in the search field and it will give you the company’s stock ticker. You can search up to 10 companies at once!

Digital investing
The Robo Advisor section of the new site links direct to information about Tower Wealth Management’s Guided Wealth Portfolio online investing platform.

This exciting digital platform combines the benefits of a personal Wealth Advisor with sophisticated technology. Through the Guided Wealth Portfolios investment platform, you get the experience and professional guidance of a Wealth Advisor with the added convenience and transparency of a 24/7 digital investing solution.

Products and services
The new website provides information about all of the products and services provided to Tower members by Tower Wealth Management.

  • Portfolio Management – Wealth Advisors develop a portfolio for you, make recommendations, and proactively monitor your portfolio consistent with your goals and objectives. Your Wealth Advisor will oversee shifts in your investment mix over your time horizon, ensuring that your portfolio mix remains in line with the plan as markets shift, and will recommend adjustments if a changing market outlook warrants them.
  • Financial Planning – Tower Wealth Management offers a full array of financial planning products and services. A breakout menu lets you select which of Tower Wealth Management’s products and services you’d like to learn more about:
    • Investments
    • Retirement Planning
    • Risk Management
    • Tax Planning Strategies
    • Estate Planning
    • Wealth Transfer
    • Long Term Care
    • College Funding
  • Trust Services – Tower Wealth Management has partnered with Members Trust Company to offer trust services to Tower members. They provide a complete trust offering, along with highly-trained, licensed professionals. Whether you’re seeking to manage your own assets, control how your assets are distributed after death, or plan for incapacity, trusts can help you accomplish your estate planning goals.
  • Government Employees – Tower Wealth Management Wealth Advisors have considerable experience in federal government retirement plans, and you can learn more about the services they provide including:
    • Explaining the available TSP, BRS, FERS and CSRS options
    • Establishing your retirement plan investment objective
    • Developing current and long-term strategies for retirement decisions
    • Discussing “what’s next” scenarios if you are retiring soon or have recently retired from the government

Put a face to the name
If you’d like to learn more about Tower Wealth Management’s experienced Wealth Advisors, visit the Wealth Advisors page. You’ll find each Wealth Advisor’s name and picture, along with a Profile detailing their years of financial industry experience, educational background, professional certifications and more.

There’s also a handy Site Map so you can find the information on the website you need fast and easy.

Be sure to check out the new and add it to your Bookmarks so you can visit daily to see what’s new in the industry.

Trust. Confidence. Guidance.
What are your short- and long-term financial goals? From your first job to retirement—whatever your age or stage—the experienced Wealth Advisors at Tower Wealth Management® can help you work towards a successful financial future.

Tower Wealth Management is the financial services group located at Tower Federal Credit Union, and their services are available exclusively for Tower Federal Credit Union members.

Schedule a no-cost, no-obligation appointment with a Wealth Advisor.

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. Tower Federal Credit Union and Tower Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tower Wealth Management, and may also be employees of Tower Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tower Federal Credit Union or Tower Wealth Management. 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

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit for more detailed information.

Non-deposit investment products available through Members Trust Company are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency and are subject to investment risks, including possible loss of the principal amount invested.

Members Trust Company is a federal thrift regulated by the Office of the Comptroller of the Currency.

Members Trust Company is not affiliated with Tower Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LP or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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