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Working together, I can help you create a strategy geared toward meeting three key financial goals:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. Transfer and distribution of your assets to your loved ones and/or charities

We can start small and grow or evaluate and build upon your existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way.

Contact Information

Caela Mavracic
cmavracic@tcunet.com
(574) 284-6210 Ext. 5879
201 County Road 6 West
Elkhart, IN 46514

Professional Qualifications

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Insurance Agent
  • Check Caela's background on FINRA's BrokerCheck

Professional Services

As a financial advisor located at TCU, I am committed to working with our members, their family and their friends. I have access to a wide variety of investment and insurance products.

  • 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.