TelComm Members Deserve Trusted Fiduciary Guidance for Financial Success
Planning for your financial future has never been more important. At TelComm Credit Union, we believe that financial guidance should be rooted in trust and integrity, not sales or commissions. Our independent fiduciary advisors are ethically motivated and legally required to act in your best interest at all times, ensuring that every recommendation is made with your financial success in mind.
Whether you’re saving for retirement, growing your investments, or planning your legacy, find the guidance you need at the TelComm Credit Union’s Retirement & Investment Center. Our experienced team provides personalized recommendations tailored to your goals, ensuring you can retire with confidence and security.
Financial Planning Services
Our financial planning services provide a personalized approach to managing your wealth, budgeting, and preparing for the future. We help you build a solid financial foundation with customized strategies for long-term success.
Investments
Whether you’re looking to grow your wealth or preserve capital, we will tailor our investment strategies to your goals. Our team helps you diversify and optimize your portfolio for long-term financial stability
• Stocks, bonds, and mutual funds
• Exchange-traded funds (ETFs)
• Tax-efficient investment strategies
Retirement
Retirement planning is essential to ensuring a comfortable and stress-free future. We guide you through the process of creating a retirement strategy that meets your financial needs and lifestyle goals.
• IRA & 401(k) rollovers
• Pension planning
• Social Security integration
Non Retirement Investments
Investing isn’t just for retirement—it’s also about financial growth and security at every stage of life. TCU offers a variety of non-retirement investment options designed to build and protect your assets.
• General investment accounts
• Education savings plans
• Diversified portfolio management
Estate Planning
Estate planning ensures that your assets are distributed according to your wishes and your loved ones are taken care of. Come to us for guidance on wills, trusts, and legacy planning.
Wills
A will is a fundamental part of any estate plan, ensuring that your assets and personal wishes are legally documented. We help you draft and update your will to reflect your intentions.
- Legal documentation of asset distribution
- Guardianship planning for dependents
- Probate and estate settlement guidance
Trusts
Trusts provide flexibility and control over how your assets are managed and distributed. We help you establish the right trust structure to align with your financial and estate goals.
- Revocable and irrevocable trusts
- Asset protection strategies
- Tax-efficient estate planning
Revocable Trust
A revocable trust allows you to maintain control over your assets while ensuring a smooth transition of wealth to your beneficiaries. We help you understand the benefits and set up a plan that works for you.
- Avoidance of probate
- Flexibility to modify or revoke
- Privacy in estate planning
Complete Plans
For comprehensive estate and financial planning, we offer complete plans that integrate retirement, investments, tax strategies, and insurance solutions tailored to your goals.
- Holistic financial strategy
- Coordination of all assets and accounts
- Legacy and wealth transfer planning
Tax Strategy Advice
Tax planning is a key component of financial success. Our experts help you minimize tax liabilities and optimize tax-efficient investment strategies.
- Tax-efficient portfolio management
- Estate and inheritance tax planning
- Strategic charitable giving
Insurance Strategy Advice
Insurance plays a crucial role in protecting your wealth and securing your financial future. We help you choose the right coverage to safeguard your assets.
- Life and long-term care insurance
- Income protection strategies
- Business and personal insurance planning
Let’s create a plan that works for you. Contact us today to start building your financial future with confidence.
Meet our Team
Our financial professionals are dedicated to your success. With years of experience in retirement planning, investment management, and estate strategies, we are here to provide personalized guidance tailored to your goals.
Brent Weisenborn
President, CEO | BBA, CFF
Brent M Weisenborn CFF is the founding partner, President, and CEO of Fiduciary Trust Private Wealth Counsel. He has been in the investment management business for nearly 40 years and is a Certified Financial Fiduciary. His practice focuses on high-net-worth clients and Trust.
Brent Weisenborn received a BBA in Finance and Economics from the Hankamer School of Business at Baylor University.
Brent is an FAA multi-engine, instrument-rated Commercial Pilot.
Industry Positions
- Testified before US Congress for FINREG Bill
- Lobbied for Dodd-Frank, US Senate – co-wrote derivatives section
- Recommended to the President by US Senators Bond and Roberts for CFTC Commissioner
Past Memberships:
- Board Member – Bankers & Investors.
- Member – Chicago Board of Trade.
- Member – Kansas City Board of Trade.
- Board of Directors of The Kansas City Board of Trade from 1996 to 1998.
- Director of the Kansas City Securities Association.
- President of the Kansas City Traders Association.
- Member – Securities Industry Association’s Trading Committee.
Chris Halford
Senior Vice President | BA
With more than 30 years of experience in the financial service industry, Chris specializes in helping individuals who are retired or nearing retirement create a solid income plan that not only protects their savings but also maximizes their financial security for themselves and their families. He also manages account coordination and administration.
Chris received a BA in Psychology with a minor in Mathematics from William Jewell College.
