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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
How Income Taxes Work
A quick look at how federal income taxes work.
For many, retirement includes contributing their time and talents to an organization in need.
When to start? Should I continue to work? How can I maximize my benefit?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?