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CRS Services

Life changes prompt planning. While some people start early in life as a fundamental building block, most people are propelled by life events such as marriage, birth of children, job change, inheritance and other major life events, as a platform for jumping into planning. 

Some of the services we provide are:

Cash flow analysis, Investment Management and Review, Stock option exercise, Retirement Planning, Financial planning tools for daily management as well as overviews, Estate planning and review, Income tax planning, preparation and strategies, charitable Giving reviews and planning, Educational funding plans for children, Debt Reduction Strategies, Insurance Review (Life, Long Term Care, Disability), Institutional Services, Private Asset and Money Management, Risk Assessment and Management

Whatever your reason, whatever your stage, we are here to help. 317-844-5100 info@crsindiana.com

Our Process
Our History
Our Values
Our Resources
Our Process
Our History
Our Values
Our Resources
Our Process
Our History
Our Values
Our Resources

If you are transitioning through one or more of the events above and would like some assistance with your financial planning, contact us here and we can set you up with a complimentary consultation to discuss where to go from here.

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