Steve Spivey, CFP®

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

I want to establish a long-lasting relationship with you and serve you by developing a financial plan based on your specific situation, while educating you on financial matters that are important to you.

For most people, achieving and maintaining financial strength is a lifetime goal. It involves planning, preparation, performance and follow-through at all three stages of the financial life cycle:

Protection: The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual family and business needs.
Accumulation: Next, you will want to save and invest through diversified investment programs, which may include mutual funds, stocks, bonds, annuities, money market funds, limited partnerships, unit investment trusts and other products, depending on your financial objectives.
Wealth Management: And finally, the timely, effective management of your assets, including tax planning, transfer of assets and estate planning is vitally important.

Contact Information

Steve Spivey, CFP®
sspivey@tcunet.com
(574) 284-6210 Ext. 3259
13050 State Road 23
Granger, IN 46530

Professional Qualifications

CERTIFIED FINANCIAL PLANNER™
Registered Representative of LPL Financial
Licensed Insurance Agent
Check Steve's background on FINRA's BrokerCheck

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

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

Professional Services

I am dedicated to helping you build financial strength and financial well-being for life by offering the following 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

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.