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I am committed to helping you achieve your financial goals through planning and analysis. My focus is helping school employees live securely in their well-deserved retirement. I also work with schools directly on their 403(b) retirement plans and help schools analyze their financial needs to manage their operating accounts. I enjoy exploring ways that TCU Investment Services can work with schools to help reach their vision and ensure they are operating with the most efficient products and services.

Contact Information

Randy Lemert
rlemert@tcunet.com
(574) 586-3143 Ext. 5791 or 800-866-3143
449 Liberty Street
Walkerton, IN 46574

Professional Qualifications

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