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Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. 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. We'll review your situation periodically and make adjustments as needed. It just makes sense. As your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

Contact Information

DeAnna J. Scott
dscott@tcunet.com
260-358-0071 Ext. 5506
313 Northpoint Ave.
Huntington, IN 46750

Professional Qualifications

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed representative of CMFG Life Insurance Company
  • Check DeAnna'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.