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Let's work in partnership to help you achieve your financial goals.
My highest priority is helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of where you are in life, I have the tools and financial products that, with your collaboration, can combine into an appropriate strategy for you.
Paul Schaefer, CFP®, ChFC, CLU
(574) 291-2181 Ext. 5548 or (800) 866-2181
1930 Ireland Road
South Bend, IN 46614
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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