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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.

Contact Information

Paul Schaefer, CFP®, ChFC, CLU
pschaefer@tcunet.com
(574) 291-2181 Ext. 5548 or (800) 866-2181
1930 Ireland Road
South Bend, IN 46614

Professional Qualifications

  • Certified Financial Planner™
  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Insurance Agent
  • Check Paul'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.