Paul Schaefer, CFP®, CLU

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

Let's work in partnership to help you achieve your financial goals.

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

Contact Information

Paul Schaefer, CFP®, CLU
pschaefer@tcunet.com
(574) 291-2181 Ext. 5548 or (800) 866-2181
1930 Ireland Road
South Bend, IN 46614

Professional Qualifications

CERTIFIED FINANCIAL PLANNER™
Registered Representative of LPL Financial
Licensed Insurance Agent
Check Paul'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 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). 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

Your Credit Union ("TCU") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay TCU for these referrals. This creates an incentive for TCU to make these referrals, resulting in a conflict of interest. TCU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.

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.