The road to retirement begins here
Determining the financial tools and discipline you'll need to help you get to retirement and beyond is our specialty. The partnership you have with Financial Center extends to our Retirement Services team through our broker dealer CUSO Financial Services, LP (CFS)*. Whether you're investing for yourself or your company, look no further than Financial Center.
Talk to us about:
- Investment Planning Services - mutual funds, annuities, stocks, bonds and advisory services
- Business Planning Services - 401(k) and SEP plans
- IRA Rollovers
- College Savings Plans
- Estate Planning
Meet our CFS Advisors!
Jeff Olbina has been with the Credit Union since 2013 and is a 23-year veteran to financial planning. His areas of focus include retirement income planning and alternative investment strategies. Jeff is a graduate of Indiana University and serves as the President of the Parent Faculty Organization at Belzer Middle School and coaches soccer in his free time.
April Wood, Investment Services Administrator
April serves as the personal liaison between investment clients and our Advisors. She is often the first point of contact for new clients and continues to provide a personal touch once a relationship is established. April’s 13 years of experience in financial services and retail banking give her a unique perspective on seeing each client’s entire financial picture and assessing needs based on risk tolerance and time to retirement. She also specializes in life insurance and annuities.
Daniel T. Kavanaugh, CFP®
Daniel Kavanaugh oversees Financial Center’s Retirement Services Team and specializes in building successful credit union investment programs. Dan’s passion for sharing his knowledge of retirement planning with members has made him a great leader for Financial Center’s investment and retirement workshops. In addition to maintaining several licenses, he holds the CERTIFIED FINANCIAL PLANNER™, Certified Wealth Strategist®, and Retirement Income Certified Professional® designations.
Matthew Tielker, CRPC®
Matthew Tielker has served as a Financial Advisor at Financial Center since 2012 and specializes in retirement planning and Thrift Savings Plans (TSPs). He holds the Chartered Retirement Planning Counselor® (CRPC®) designation. Tielker has worked in the financial services industry for over 19 years and holds a degree in Finance from Indiana University.
To start designing your customized retirement plan, call 317.916.7730 today to schedule a free, no obligation review with one of our Financial Advisors.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.