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Our History

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. 

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Our Process

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:

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Our Purpose

Curious about a topic? Not only do we offer podcasts, but we also offer webinars on various topics. The benefit... you can ask questions and interact with peers, in the comfort of your chosen surroundings. 

We offer public informational classes and 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, female investors, the 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 History

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

Are you a techie? We have solutions that will help you stay 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.

Our Services

Life happens! We know planning is not a one time event. Landing your first job, job change, marriage, having kids, moving... these are normal life events. The best way to pursue goals is to put a plan into action. Even when your plan changes, having a plan in place makes goals and dreams achievable. 

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

Long term goals like kids college/weddings and approaching retirement can be the focus when you want them to be. We know that everyone is not at the same stage of life, at the same time. We are here to help you, provide educational tools and be a friendly face to consult with, during every stage of life.

Our Mission

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.

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.

Communication is at the core of what we do.

Communication is at the core of what we do.

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 your financial life. 

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, and 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.

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 families financial goals and dreams.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Want to find out more about us? We offer a complimentary no obligation, no pressure consultation. If you don't want to wait, we don't blame you! Text us at 317.844.5100 and reply to our prompt message with a yes. We can get you set up with a time right away. Or feel free to fill out the form below and type Complimentary Consultation in the comment box. We look forward to helping you reach your goals and dreams.

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