My job is to understand the goals and dreams you have for the future, and help you develop a plan that will help you accomplish them. Let's work together to develop a plan to help you retire more comfortably, protect your assets and financial future or fund you children's or grandchildren's education. Along the way I’ll help you monitor and assess your progress and help you make sound financial decisions to keep you on track - or to help get you back on track if necessary. Regardless of your goal, I have the tools and financial products to help make it happen.

Contact Information

Martin Terry
(219) 365-0900 or (800) 866-2181 Ext. 5778
8615 Wicker Ave.
St. John, IN 46373

Professional Qualifications

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Insurance Agent
  • Check Marty'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.