Wealth Management

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You have financial goals. We have some ideas on how you can reach them.

Not rich? It's still a good idea to build wealth. By making every dollar count, you can send your kids to college, save for special occasions and set yourself up for a comfortable retirement. At DATCU Financial Services, our investment team is happy to outline financial strategies that fit your lifestyle and comfort level.


Product Features

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Retirement Planning

Traditional and Roth IRAs, as well as 401(k) Rollover Services

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College Savings

Learn about the tax benefits of 529 Plans and Coverdell accounts

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Equity Investments

Put money into Mutual Funds or choose a Variable Annuity

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Fixed-Income Investments

Fixed annuities can provide guaranteed income

Full-Service Investment Center

A handful of Texans are skilled enough to put together their own perfect portfolios. The rest of us need a little help. That's where Scott Robinson and David Robinson come in. They've spent many years meeting personally with people like you and tailoring investment plans to individual needs. Are you ready to take the next step? Give Scott Robinson a call at 940-442-5584, or contact David Robinson at 972-906-8235.
Securities and advisory services offered through LPL Financial (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Investments not NCUA insured. There's no credit union guarantee, and they may lose value. DATCU Credit Union and DATCU Financial are not registered broker dealers and are not affiliated with LPL Financial.