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.
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?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How Income Taxes Work
A quick look at how federal income taxes work.
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Learning more about gold, and its history, may help you answer that question.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.