Randy Tarter, CFP®

Meet one of TCU Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNERS™.

I focus on educating clients, keeping things as simple and understandable as possible, with a goal to build their trust in me as a fiduciary in advisory relationships, with their own best interests as the basis of any recommendations.

I've been with TCU Investment Services 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 preservation.

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 LPL Financial
Licensed Insurance Agent
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 ways to effectively preserve their assets during their life and better distribute remaining assets in a more 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 TCU members come to me to answer their questions and refer others to me who might need my help. Please contact me for a no-cost, no obligation consultation.

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). The Following Statement Applies Only to Products Provided by LPL: Insurance products are offered through LPL or its licensed affiliates. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.