Investing can be confusing

Let us help take the confusion out of it.

We are a full-service organization, with a number
of specialties

Investment Management

  • Advise in the selection of investment vehicles
  • Retirement and income planning
  • Monitoring of accounts and quarterly summary statements
  • Focus on tax-efficient withdrawal strategies

IRA, Estate, Inheritance and Tax Planning

  • Work with you and/or your accountant in preparing tax returns
  • Work with or refer you to an attorney for wills, trusts, and other directivesReview all assets and confirm post-mortem desires
  • Introductory meeting with all primary beneficiaries

Recent or Soon-to-be Job Changers

  • Advice on how to set up new 401(k) or other retirement plan
  • Assist in the selection of other benefits provided by your new
  • Evaluate the total benefits package of a prospective employer
  • Educate on appropriate choices of prior company retirement plan(s)

Contact Us 

(317) 203-4001

3928 Clarks Creek Road, Plainfield, IN 46168

M-F: 8am-5pm, S-S: Closed