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I've been with TCU since 2003. Many things have changed over the years, but my role today isn't all that different from when I first became a financial advisor at the age of 21. My clients have told me they see me as their family "Financial Doctor" and personal "Finance Professor." I work with clients to uncover their financial aches and pains, and address any ailments they have with regard to retirement planning, better earnings and tax strategies related to their investments, wealth transfer, and protection.

Contact Information

Randy Tarter, CFP®
Phone:
877-688-5990 Ext. 5306
Office: 7607 E. US Highway 36, Avon, IN 46123
Email: rtarter@tcunet.com

Professional Qualifications

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

I am guided by three basic principles:

  • Give people strategies and tools to help their money work hard for them.
  • Provide guidance and direction along the way to assist them in continuing to make smart financial decisions in their life.
  • Educate them on way to effectively protect their assets during their life and best distribute remaining assets in the most tax-efficient way at death.

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

Let's work together to develop a plan:

I believe my financial knowledge and the care I have for my clients' well-being are why I've been told I have the heart of a teacher and skill of a doctor. That's why my TCU members come to me to fill their prescription and refer others to me who might need my help. Please contact me for a no-cost, no obligation consultation.