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Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, working together, we can combine into an appropriate strategy for you.

Contact Information

Matthew Grabner
mgrabner@tcunet.com
574-284-6210 Ext. 6528
110 S. Main St.
South Bend, IN 46601

Professional Qualifications

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed representative of CMFG Life Insurance Company
  • Check Matt's background on FINRA's BrokerCheck

Let's work together to develop a plan to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children's or grandchildren's education

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.