Austin Telco Federal Credit Union and SWBC Investment Services -- Working Together as a Team

Austin Telco Federal Credit Union and SWBC are working together to bring you more investment choices through Austin Telco Investment Services.  Austin Telco Federal Credit Union is committed to helping our members improve their long-term financial success. That’s why we formed a partnership with SWBC Investment Services, LLC to offer our members access to a full range of investment and insurance services.  With today’s economic challenges and diverse investment choices, you need a trusted team to turn to who can simplify the investment process and can help you work toward realizing your dreams.  

  

Need guidance? Let an experienced Financial Professional assist you in determining your short or long term investment needs. They can also help you in managing your current investments and explore new options.  Isn’t it time you called?  Your local branch office representative is available to guide you through a wide range of investment choices. For more information or to schedule your FREE, no-obligation review, just call Frank Bazan or Joseph Dewhart, Jr., our Financial Advisors with Austin Telco Investment Services. You can also reach out to Amira Kalifa, their client associate, at either 512.407.3114 ext. 7222 or akalifa@swbc.com at anytime

 

 

  

 

Frank bazan | Financial Advisor
512.407.3116 | fbazan@swbc.com 
  

JOSEPH DEWHART JR., MBA | Financial Advisor
512.407.3115 | jdewhart@swbc.com 
 

Available at other locations by appointment only.

located at:

Austin Telco FCU • 8929 Shoal Creek Blvd. • Austin, Texas 78757

Fax 866.574.3998

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

More Newsletters →