Ethan Puck
Plan Confidently. Live Fully.
State(s) Licensed: FL, IL, IN, TN
1480 Olive Branch Parke Lane Ste 600
Greenwood, IN 46143
Plan Confidently. Live Fully.
State(s) Licensed: FL, IL, IN, TN
Let's put your plans in motion
Whether you're planning for retirement, saving for college, or simply looking to get a better handle on your finances, I’m here to be a resource for you every step of the way.
Helping you create a financial plan structured to encompass your core values
My goal as a financial advisor is to help you build a life that centers around your values and dreams using a holistic approach. I’m passionate about assisting clients and their families in gaining control of their financial future.
I’ll draw on my industry expertise to provide guidance in the areas of:
- Wealth and Investment Management
- Retirement Income Planning
- Insurance Solutions
- Education Funding
- Estate and Legacy Strategies
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- Should I have a ROTH IRA?
- When can I retire?
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Greenwood Office
- Phone:
- 317-515-1376