Our Services

We offer services in Indiana, Illinois, Ohio, and South Carolina. While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. As an independent firm we are able to find the best investments and financial products for your specific situation in the following areas:

 

I.    Investment Planning

We help you build, protect, and distribute investable assets.  Our firm will help you build wealth with a customized savings plan.  We will also help protect your assets through a variety of investment products and independent research.  Most importantly we will help in developing a strategy to distribute assets based on your goals and expectations.  Stocks, Bonds, ETFs, Mutual Funds, Brokerage, Life Insurance, and Annuities.

 

II.   Retirement Planning

We help you determine how much to save, where to save, and how to save in the most tax efficient manner possible for retirement.  Help you develop investment objectives and model portfolios based on your risk tolerance and time horizons.  Roth IRAs, Traditional IRAs, and 401(k)s.

 

III.  Estate/Contingency Planning

We help you develop a strategy with attorneys and CPAs to transfer your wealth to heirs in the most efficient manner possible.  We help you determine the most appropriate life insurance plan based on your goals and circumstances.  Review beneficiary designations, wills, and trusts to insure your objectives for wealth transfer are complete.

 

IV.   Education Planning

We help you determine the most suitable plan for funding college.  Help determine investment objectives and model portfolios based on risk tolerance and time horizons.  Education IRA, 529 plans, and UGMA/UTMA.

 

V.   Business Planning

We help businesses determine the best qualified plans to suit their goals and fiduciary responsibilities.  We also help businesses with executive compensation and transfer of ownership plans.  Simple IRA, SEP IRA, 401(k)s, and Individual 401(k) plans.