Melissa A Acher
Melissa A Acher
Financial Advisor
(765) 497-8828
1551 Win Hentschel Blvd
W. Lafayette, IN 47906
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My Background

Over the last 20+ years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time - - while maintaining consistency with their individual comfort level, investment time-line and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Purdue Federal Credit Union I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .
  • Bachelor of Science, Purdue University
Affiliations . . .
Career Highlights . . .
  • More than 23 years experience working with families and individuals to fund College costs, accumulate Wealth and maintain Life, Health and Long-Term Care coverage while developing a Retirement Income Strategy to last for life.
Personal . . .

Professional Services
  • Comprehensive Financial Guidance
  • Education Funding
  • Retirement Income Planning
  • Life Insurance Planning
  • Charitable Giving Strategies
  • Wealth Management
  • 401(k) Planning
  • Tax-advantaged Investment Planning
  • Long Term Care Insurance
  • Personal Financial Assessments