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
Teachers Credit Union is not responsible for accuracy, security, content, or services offered by other websites; we encourage you to view privacy & security disclosures of all websites you visit as they may be different than those of Teachers Credit Union.
Welcome to the new TCU website! There's plenty to see and lots you can do here. Your busy schedule demands flexible options, so we’ve made it easy for you to access Online Banking from any page. See what else is new by taking our site tour.
When you’re weighing options and financial decisions, you want sound advice – fast. With our Solutions Finder tool, choose the goal you wish to accomplish and access immediate results for the best TCU products and services to help you reach your goal.
Looking for the nearest TCU Service Center or ATM? Our locations tool will help you find us. Even when your travels take you far from home, we’ll help you find the closest TCU-friendly ATM or one of thousands of shared branches in the CO-OP Shared Branch network.
Better tools can help you make better financial decisions! Use our financial calculators to see how you can save more, borrow wisely and much more. Check our blog frequently for fresh and relevant content that shows you how to get more out of your money. And get quick access to our rates to see how you can save more on loans and earn more on savings.
Now that you’ve seen the highlights of our new site, go explore it on your own! Our updated navigation makes it easier than ever to find information about the TCU products and services that interest you most. Take your time – there’s a lot to see!