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Triangle Financial Group, LLC

Prepare for your future.

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Retirement Services

Triangle Financial Group (TFG), an affiliate of Triangle Credit Union, was established as part of our overall Member Service plan, to provide convenient accessibility to non-traditional banking services such as insurance protection and retirement services.

For Individuals and Families:

  • Reviewing my Retirement
  • Rolling over an old 401K or Retirement Plan
  • Reviewing my Life Insurance
  • Consolidating my IRAs

For Business Owners:

  • Group Benefit Plans
  • Key Man
  • Split Dollar Bonus Plans
  • Disability Income Insurance
  • Deferred Compensation

Brian Luce & Douglas Johnson
Financial Services Professionals


Life Insurance + Retirement/401(K) Plan Services + Disability Income Insurance + Long Term Care Insurance + Fixed Annuities + College Funding + Group Insurance + Health Insurance + Medicare Supplement Insurance

 

Products and services offered are: NOT A DEPOSIT – NOT NCUA INSURED – NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY THE CREDIT UNION – MAY GO DOWN IN VALUE.