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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>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More

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.