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:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. Transferring assets in the most advantageous way

Contact Information

Dan Woodhouse, CFP®
(800) 876-1224 Ext. 5741
445 S. Post Road
Indianapolis, IN 46219

Professional Qualifications

  • Certified Financial Planner™
  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Insurance Agent
  • Check Dan's background on FINRA's BrokerCheck

Professional Services

  • Financial Planning
  • Investment Management
  • Personal Financial Assessments
  • Tax-Advantaged Investment Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Insurance Planning

Together we'll answer the tough questions to give you peace of mind:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with a retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • What would happen to your family financially if you died?
  • How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.