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403(b) plan 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.
Financial decisions simplified. Objective advice and clear explanations serving all your financial needs.
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.
Protect your family from life’s expected and unexpected events. We can design the right insurance strategy for every stage of your life.
With personalized attention to your needs, we can guide you toward investments aligned with your values and goals.
Customized financial guidance to help you reach the goals that matter most to you and your family.
Curated articles, videos, and more, for a financially savvier you.
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.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
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