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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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?
The uncertainties we face in retirement can erode our sense of confidence.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Simple steps may help you foil hackers and protect your privacy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.