Helping clients reach their retirement goals is my primary objective.
There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative with TCU, my job is to help you, wherever you are in life, create a sound financial strategy to achieve the lifestyle you want to live in retirement. Over the last several years, through workshops and personal interviews, I've helped a great number of clients create a plan to help reach three key financial goals:
Jennifer Wagnerowski, CFP®
(574) 255-4754 Ext. 5709
133 E. McKinley Ave.
Mishawaka, IN 46545
Let's work together to develop a plan to help you:
Together we'll answer the tough questions to give you peace of mind:
It's easy to get started. 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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