Helping You Meet Your Financial Goals

CONNECT

Address:

357 East Winslow Road
Bloomington, IN 47401

Phone:

812.337.1999 - Main | 386.597.2856 - Florida

Fax/Other:

812.336.5542

About You

We welcome the opportunity to meet with you.

What matters most to you matters most to us. Identifying your goals and making measurable progress towards achieving them is what keeps us so enthused about the services that we provide.

Not everyone fits all of these, but many of our clients have a good number of these characteristics:

  • Delegate -  people who entrust financial affairs to others
  • Value long-term relationships – and recognize that financial goals are not achieved overnight
  • Are transitioning from one phase of life to another
  • Are accumulating assets – a mid-stage of life
  • Have expectations of realistic investment returns
  • Desire wealth management solutions – not just investment management
  • View Innovative Financial Solutions as the quarterback of their financial team
  • Live within their means

 

Whether or not you feel you fit the profile of the clients we serve, or one of our Areas of Focus, it may be worth your time to speak with one of our advisers. We can help you determine if we are the right firm for you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck