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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A change in your mindset during retirement may drive changes to your portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.