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We help you make life an adventure worth sharing.

Curious about a topic? Not only do we offer podcasts, so you can listen when you want, but we also offer free evening classes on topics of interest. The benefit... you can ask questions, interact with peers, bring friends and have dessert!

We offer public informational classes and group presentations on variety of topics from getting started with investing to how to utilize medicare and social security. Many of our topics will be focused on affinity groups like new investors, business owners, women, how to help your aging family and what to consider as a new retiree.

Want to check out what is coming up? 
Or have a suggestion for a topic of interest?

Our experience and plethora of resources work together to help you find the right strategy for your needs. We offer many types of strategies for all of your stages of life. It's never too early to get started accomplishing your financial goals.

And if you are all about tech, we have solutions that will keep you up to date on your financial picture any time of day. Curious how this will work for you?

We would love to offer you a complimentary consultation. Want to find out more about us? If you don't want to wait, we don't blame you! Text us at 317.844.5100 and reply to our prompt with a yes! We can get you set up with a time right away.

Life happens! We know planning is not a one time event. Landing your first job, changing jobs, getting married, having kids, moving, changing jobs again... these are normal life events. The best way to pursue goals is to put a plan into action. Even when that plan changes over time, having a plan in place to tweak makes goals and dreams in your direct sightline. 

And when you reach the unknown roads life brings (like divorce, death and caring for elderly loved ones) we can help you through those roads too. It's comforting to know you have a team of people on your side with resources to help you navigate these rough waters.

Long term goals like funding your kids college & nuptials and achieving your retirement dreams can be the focus when you want them to be. We know that everyone is not at the same stage of life and personal concerns vary. We are here to help you, give you educational tools to evaluate and a friendly face to consult with during every stage of life.

We are here to provide you a financial roadmap to guide you through year's of financial decisions to help you reach your dreams and goals.

This process is ever evolving and constantly updating, that's why we have a dynamic system to communicate these changes and provide a vision of how to get from here to there. Communication is at the core of who we are. 

Make an appointment for Financial Planning or Investment Services

We are two companies that work cohesively to help you achieve your long term investment goals and while meeting your short term tax needs. 

We serve three major functions:
TAX PREPARATION  *  TAX CONSULTATION  *  TAX EDUCATION

Make an appointment for Tax Preparation or Tax Consulting

Our Mission

Our first priority is your helping you take care of yourself and your family. 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 foundational process.

Whether you are young in the financial process or nearing/enjoying retirement, we are here to help you understand the fundamentals of successful strategies to help you plan for your financial future. We believe every solution should be a strategy based on the investors goals and objectives, that's why we do not start with tactics (or products) but rather find solutions that work for your situation specifically.

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We believe that financial planning is not a one time meeting but a process of regular communication, educational opportunities and situational updating. As your life changes, so should your financial plan and approach. Contact us to set up your Complimentary Consultation.

Client Centered

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement, working to save for your education, or just want to learn more about investing, we can address your most pressing financial questions. No goal is too big or too small for us, we want to help you pursue your financial goals and dreams.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation and identify your dreams and goals.

One of our ongoing priorities is communication. The best way to grow a relationship is via two-way open communication. We are not here to tell you what to do. We are here to share our concentrated knowledge of financial decision making to help guide you through decisions that you want to make. 

Communication can't happen effectively if it is infrequent or irregular. We have established a regular schedule for meeting with our clients to keep up to date on the constantly changing, ever evolving needs that life presents. This is reflected in a dynamic financial planning process and quarterly meetings (either in person, on the phone or virtual) with our investment clients.

Want to find out more about us? We offer a complimentary no obligation consultation. If you don't want to wait, we don't blame you! Text us at 317.844.5100 and reply to our prompt with a yes! We can get you set up with a time right away.

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