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

Services

Personalized services include numerous areas in meeting personal and business needs.

We have a specific emphasis on working with people that are affiliated with the University System across the state of Indiana, Medical Professionals, as well as business owners.

We will work with your tax and legal advisors to address the following needs:   

Personal Needs

Business Needs

  • Comprehensive Financial Plan
  • Estate Planning Services
  • Retirement Planning
  • Education Funding Strategies
  • Managing Cash Flow
  • Developing Investment Strategies
  • Determining Insurance Needs
  • Managing Financial Risk
  • Planning For Care of Elderly
  • Minimizing Income Taxes
  • Comprehensive Planning
  • Business Continuation Planning
  • Establishing a Retirement Plan
  • Setting up Executive Benefits

 

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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