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I focus on educating clients, keeping things as simple and understandable as possible, and building their trust in me as a fiduciary, with their own best interests as the basis of any recommendations.
I've been with TCU Investment Services since 2003. Many things have changed over the years, but my role today isn't all that different from when I first became a financial advisor at the age of 21. My clients have told me they see me as their family "Financial Doctor" and personal "Finance Professor." I work with clients to uncover their financial aches and pains, and address any ailments they have with regard to retirement planning, better earnings and tax strategies related to their investments, wealth transfer, and protection.
Randy Tarter, CFP®
Phone: (877) 688-5990 Ext. 5306
Office: 7607 E. US Highway 36, Avon, IN 46123
I am guided by three basic principles:
Let's work together to develop a plan:
I believe my financial knowledge and the care I have for my clients' well-being are why I've been told I have the heart of a teacher and skill of a doctor. That's why my TCU members come to me to answer their questions and refer others to me who might need my help. 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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