Providing Financial Clarity to South Central Indiana
Whether it's to protect your family or retire on a beach, everyone has goals! Often reaching financial goals may seem frustrating and overwhelming. Guided by your life goals and values, I help map out a plan to reach your financial goals while confronting and overcoming the frustration and confusion you may face. The right guidance can help you achieve your dreams! I bring a listening ear, knowledge, experience, and the drive to see you succeed.
I specialize in helping people have more financial clarity in areas of:
- Answering the question “How much insurance do I need?”
- Retirement income planning
- Investment management
- College planning
- Education funding
- Tax strategies
- Protecting loved ones against the impact of long term care, death, and disability
- Charitable giving
- Creative financial strategies
Serving clients in the areas of Nashville, Columbus, Franklin, Trafalgar, Nineveh, Bargersville, Edinburgh, and Greenwood. Schedule time to meet in my Columbus or Greenwood office or over Zoom.
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Locations
Columbus Office
- Phone:
- 317-676-7763
- Mobile:
- 317-474-0469
Hours
Monday, Wednesday, Friday : 9 a.m. – 5 p.m.
Greenwood Office
- Phone:
- 317-676-7763