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Personalized Intelligent Investing for a Better Tomorrow

It never costs anything to talk!

Call Dave at (317) 809-0159

Specializing in working with Teachers and other 403(b) retirement professionals in the

Greater Indianapolis Area

403(bplan is a retirement account for certain employees of public schools and tax-exempt organizations.

Participants include teachers, school administrators, professors, government employees, nurses, doctors, and librarians.

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. Call Dave at (317) 809-0159.

Connect With Us
<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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