Member Directory

Member Directory

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Wealth Advisor

P: 317-468-9317

C: 317-557-2376

F: 317-288-3599

Ownership : 20%%

Woman-Owned 20%%

Minority-Owned %

Veteran-Owned %

Disability-Owned %

3500 Depauw Blvd

2042

Indianapolis, IN 46268


Basic

Member Since: 03/07/2022

Business Description:

 

Guiding Individuals: Where will your financial journey take you? The road to financial independence in retirement is a climb.  One that requires planing routes, being flexible, and expecting the unexpected.  We are your guide for the climb, providing anchor points along the journey to help you survive the unexpected so you can reach your summit!  How can I help you reach your summit or retirement savings and financial independence?

Guiding Busnesses: How efficient is your retirement plan?  Our experienced team works to ease the burden and complexities of today's retirement plan environment.  We act as a liason between you and other service providers.  We strictly adhere to fiduciary principals and provide investment monitoring.  Educating your employees will be a top priority for us!  How can we help you provide top tier retirement planning for your employees?

Industry

  • Financial
  • Wealth Management
  • Investment
  • Retirement Planning
  • Tax Planning

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Keywords: Wealth Management, Financial Planning, 401(k), stock options, Benefits, Retirement, Profit Sharing, Financial Wellness, Tax Planning