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Helping clients reach their retirement goals is my primary objective.
There are a lot of options for your retirement, but the first step is developing a strategy. As a financial services representative at TCU, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Over the last 18 years, I've helped a great number of people make sound financial decisions that have stood the test of time while maintaining consistency with their individual comfort level, investment timeline and goals. I can help you create a strategy geared toward meeting the three key financial goals of:
Dan Woodhouse, CFP®
(800) 876-1224 Ext. 5741
445 S. Post Road
Indianapolis, IN 46219
Together we'll answer the tough questions to give you peace of mind:
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. TCU Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2447922.1-0319-0421
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