Historic courthouse in downtown South Bend, Indiana

Your Partner in Life & Wealth

Cindy H. Gretschmann

Vice President

My Story

My mission is to provide clients with peace of mind concerning sickness, death, and money so they can truly live. I advocate for my clients as they prioritize and protect what matters most to them.

My professional services include long-term care insurance, life insurance, disability income insurance, college funds, retirement strategies, and personal financial profiles.

My professional qualifications include studies at Carleton College and California State University, Fullerton.

Born in Taipei, Taiwan, I grew up in Huntington Beach, California, and currently reside in South Bend, Indiana. I'm married to Benjamin and the mother of William, Margaret, and Katherine.

I believe financial services is much more than just numbers. It's security in retirement and being able to sleep at night.
Cindy Gretschmann, Vice President

Our Approach

Our approach to financial planning is driven by your goals - and your goals alone.

We start with a strategy. We start with what do you actually want to achieve. What are those dreams and hopes? And based on that we build a sound strategy.
Cindy Gretschmann, Vice President

Our Team

Cindy H. Gretschmann

Vice President

574-318-4447 Email

Jason Coffman

Registered Representative

574-318-4437 Email

Diana C. Ruiz

CFP®

Investment Advisor Representative

574-318-4471 Email

How We Can Help

Business

Savvy business owners know that delegation saves time and is fiscally rewarding. Let us provide advice and intelligence on financial matters outside your core business operating.

401k Employee Benefits

We can help you establish an employer sponsored plan for your company and/or help you manage your existing plan with your current employer.

Insurances

Protection from unforeseen events is an important part of any long-term financial plan. Insurances play an important role in protecting not just assets, but family and loved ones.

Investment & Asset Management

We carefully evaluate your needs & goals to create a personalized investment portfolio. We manage your portfolio on an ongoing basis, implementing your financial plan.

Financial & Retirement Planning

We review and analyze your financial dreams and goals, as well as your financial accounts (insurance, investments, 401 accounts, etc.) to create a personalized retirement plan and strategy.

College & Education Planning

College costs are rising faster than inflation. We can help you plan & save for college expenses using tax efficient investments.

Have Questions?

Schedule time with Cindy, or send a message below.

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