Your Financial Future
Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you're preparing for retirement, college savings, or estate planning we can help you address your most pressing financial matters.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles & presentations designed to help you learn more about the world of personal finance.
We can help you address your needs of today and for many years to come. We utilize a stringent process to customize a financial plan for you. Retirement planning has never been more important or more difficult. We can provide clarity.
Our headquarters is located in Carmel, Indiana, just north of Indianapolis. We work with retirees, families & companies across the country. We look forward to working with you through all the stages of your life.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: right now.
Have you explored all of your choices when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.