Strategies Aligned With Your Priorities.
Whether you are a future baby-step millionaire or prepping for your big retirement day, we would be blessed to come alongside your financial journey. Though my strategies are best for those with $250,000 with investable assets, we also offer fee-only financial planning. So whether we do wealth management or financial planning, we will look for solutions that provide clarity and confidence to your financial journey. Then we meet throughout the year to make sure your strategy matches with your values and resources.
It is my belief that advisors should continually grow in their education. To this end, my two designations help provide guidance and clarity to our clients.
- Retirement Income Certified Professional (RICP® from the American College) allows me to create retirement income plans based on the resources and goals of my clients. Though this may be as simple as deciding which social security strategy to take, it also includes maximizing Roth Conversion or implementing Net Unrealized Appreciation.
- Certified in Long Term Care (CLTC® from the CLTC Board of Standards) allows me to create Extended Care Plans for my clients based on their resources and goals. As an Indiana resident, I’m familiar with the unique provisions of Partnership Polices as well as being strategic with guaranteed income.
In the end, our goal is to educate you, so you feel empowered about your financial journey.
What We Offer
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Investments
Our options help you balance performance and purpose.
