Caela Mavracic

Meet one of TCU Investment Services' knowledgeable financial representatives.

Helping you reach your financial goals is my primary objective.

Working together, I can help you create a strategy geared toward meeting three key financial goals:

Wealth accumulation during your working years
Financial well-being and independence in your retirement
Transfer and distribution of your assets to your loved ones and/or charities

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, maintain, use and transfer assets in a more advantageous way.

Contact Information

Caela Mavracic
cmavracic@tcunet.com
(574) 284-6210 Ext. 5879
201 County Road 6 West
Elkhart, IN 46514

Professional Qualifications

Registered Representative of LPL Financial
Licensed Insurance Agent
Check Caela's background on FINRA's BrokerCheck

Professional Services

As a financial advisor located at TCU, I am committed to working with you, your family and friends. I have access to a wide variety of investment and insurance products.

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 financial confidence:

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.

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.