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.
TCU Investment Services offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
* TCU Investment Services Representatives are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, 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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