Wealth Management
at ALLIANCE Credit Union
Planning for what’s next starts here
No matter where you are in life, having a plan for your money matters. Through Wealth Management at ALLIANCE, you can connect with experienced financial professionals to help you take the next step. You don’t need to have it all figured out. You just need a place to start.
WHAT IS WEALTH MANAGEMENT?
Wealth management is simply about having a plan for your financial future. Through our partnership with Independent Financial Partners, you have access to professionals who can help you:
- Set financial goals
- Plan for retirement
- Explore investment options
- Protect what matters most
You don’t need a certain income or stage of life to get started.
who's it for?
Wealth Management at ALLIANCE is for anyone ready to take the next step with their money.
You might benefit if you:
- Want to start planning for the future
- Are thinking about retirement, even if it’s years away
- Have savings and want to make them work harder
- Recently reached a financial milestone
- Simply want guidance and a clear plan
What to Expect?
Getting started is simple.
- Start with a conversation. No pressure, just guidance
- Talk through your goals, big or small
- Build a plan designed around your life
Our goal is to help you feel clear, confident and in control of your financial future.
Meet the team
Start your plan today!
Schedule a no-obligation conversation and take the next step with Wealth Management at ALLIANCE.
James Wigen
CAM®, ChFM®, CPM®, CWM®
Dallas/Fort Worth-based James Wigen is an industry veteran with 29 years of experience advising individuals, families and business owners planning for retirement, estate, and business succession events. He utilizes a holistic financial planning approach to focus on key lifecycle goals, risk mitigation, lending options, and financial education.
George Cattat
personal wealth manager
As an Investment Strategist, over the past 20 years George has served as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans.
Raymond Aguillon, Jr.
Personal Wealth Manager
As a veteran wealth manager, Ray Aguillon has been an advisor for the past 25 years and possesses experience working with financial institution clients.
His experience with Chase Bank, N.A. was instrumental in the development of his work to help clients build their legacy through retirement and estate planning.
Como experimentado administrador de patrimonio, Ray Aguillon ha brindado asesoría durante más de 25 años, trabajando con clientes de diversas instituciones financieras. Su experiencia con Chase Bank, N.A. fue fundamental en el desarrollo de su labor para ayudar a los clientes a construir su legado a través de la planificación de la jubilación y patrimonial.
Reach out &
Start your plan today!
Schedule a no-obligation conversation and take the next step with Wealth Management at ALLIANCE.
Disclosures
Securities brokerage and investment advisory services are offered through IFP Securities and IFP Advisors. Insurance products are offered through IFP Insurance Group.
These entities are not affiliated with ALLIANCE Credit Union, and their representatives are not employees of the credit union. ALLIANCE Credit Union is not a registered broker/dealer or investment advisor.
Securities and insurance products are not federally insured, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risk, including possible loss of principal.
Insurance products may involve fees, charges, and surrender penalties.
IFP Disclosures
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA /SIPC . Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and ALLIANCE Credit Union are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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