Our Philosophy is Simple!
We believe “You Gotta Have a Plan!”
Most people and many businesses do not achieve nearly as much as they might otherwise achieve because they never take the time necessary to think about where they want to be nor do they map out a financial path to get them there.
As a Certified Financial Planner® professional, my goal is to assist them to maximize their wealth accumulation possibilities by:
- Implementing proper Cash Management Principles,
- Developing a Tax Reduction Strategy
- Performing an Investment Suitability and Portfolio Construction consistent with their accumulation and retirement objectives,
- Completing a Risk Management Analysis,
- Review possible Estate Planning Techniques, including Charitable Trusts*, and construct an Implementation and Review schedule.
In short, I provide objective advice to help people make their hopes and dreams become a living reality. My goal is to teach balanced living through the implementation of prudent planning principles.
If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.829.4811. We will sit down and discuss how I can help you reach your financial dreams.
*Legal advice and services provided by unaffiliated attorneys
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When is the Best Time to Take Social Security?
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