We can start small and grow or evaluate and build upon your current financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. We'll review your situation periodically and make adjustments as needed. It just makes sense. As your life changes, so do your financial needs.

Prior to entering the financial industry in 2013, I proudly served 10 years in the U.S. Air Force. I have personally been a member of credit unions my entire life and enjoy serving the members of TCU by:

  1. Giving people strategies and tools to help their money work hard for them
  2. Providing guidance and direction along the way to assist them in continuing to make smart financial decisions in their life
  3. Educating them on ways to effectively protect their assets during their life and best distribute remaining assets in the most tax-efficient way at death

Contact Information

Ryan Yocum
(765) 225-2165
57 Putnam Plaza
Greencastle, IN 46135

570 U.S. Highway 31 South
Crawfordsville, IN 47933

Professional Qualifications

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed representative of CMFG Life Insurance Company
  • Check Ryan's background on FINRA's BrokerCheck

Professional Services

As a trusted employee of Teachers Credit Union, I have a strong history of working with credit union members, their family and their friends.

  • 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.