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Personalized Intelligent Investing for a Better Tomorrow

It never costs anything to talk! Call (317) 809-0159

Specializing in working with Teachers in the

Greater Indianapolis Area

Working toward your goals, side by side.

Financial decisions simplified. Objective advice and clear explanations serving all your financial needs.

  • Retirement

    You’ve worked hard for years and want to enjoy the rewards of retirement. We’ll help create a plan including pension, Social Security, and your complete financial picture.

  • Insurance

    Protect your family from life’s expected and unexpected events. We can design the right insurance strategy for every stage of your life.

  • Investments

    With personalized attention to your needs, we can guide you toward investments aligned with your values and goals.

  • Lifestyle

    Customized financial guidance to help you reach the goals that matter most to you and your family.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Focused on Your Future

You have served others with dedication throughout your career. As retirement nears, you shouldn’t need to face retirement and pension decisions alone. That’s where we come in, as a partner and guide to help you navigate decisions that will affect your way of life in retirement and that of your family in the years ahead. Decisions today can have a huge impact on your future circumstances. In our role as an investment fiduciary, we are ethically and legally bound to act in your best interest at all times; we work to help you make the most of your current resources in order to achieve your best possible future outcome.
 
We take the time to meet with you personally, get to know your goals and life circumstances, and build a retirement or financial plan to suit your values and individual needs. It doesn’t cost a thing to have a conversation. Find out how I can help you get a better understanding of your financial picture and better control of your future. Give me a call
 at (317) 809-0159.

Connect With Us
<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>Protecting Your Home Against Flood Loss</p>

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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<p>The Five Basics of Financial Literacy</p>

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.