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317-584-6448
Serving Clients
In Indiana & Nationwide
Migration Wealth Management Specializes in Providing Fee-Only Financial Planning & Investment Management to People in Their 30s & 40s.
317-584-6448
In Indiana & Nationwide
Migration Wealth Management specializes in providing fee-only financial planning and investment management to people in their 30s & 40s.
6673 E County Rd 100 S, Avon, IN
A migration is a journey to a better place. we're here to help you on yours.
Our purpose is to create long-term relationships that change lives by providing ongoing financial planning and investment management services to people in their 30s and 40s.
Start with a complimentary, no obligation Introductory Meeting.
We’re focused on long-term relationships, not transactions.
All of our Wealth Management services include comprehensive financial planning, investment management, and other benefits.
Comprehensive financial planning for all aspects of your financial life.
Portfolio management for all of your retirement and investment accounts.
Our goal is to help you get from where you are to where you want to be.
Our comprehensive wealth management services are designed to help with that.
What do I really want to accomplish? Am I on track?
Am I being responsible with my money and making it work for me?
Should I invest more or pay down debt faster? What should be my priority order?
Am I on track to stop or reduce work when I want to? How much should I be investing? What accounts should I be investing in?
Is my family properly protected in case of a catastrophic accident?
Is my tax situation appropriate? Is there anything I should be taking advantage of? Is there anything I'm overlooking?
How much should I be investing for my child's college education? What accounts should I use?
Does HR really expect me to read this giant benefits guide? Which health insurance plan should I choose? Do I need to pay for all of these benefits available to me?
What will happen to my stuff and my family if something happens to me? Will they be taken care of?
How should I invest my money? When should I trade? How am I supposed to find the time to stay up-to-date on it all?
Wealth management for business owners with a portfolio of less than $260,000
We help you see the world differently, discover opportunities you may never have imagined, and achieve results that bridge what is with what can be.
Find the date and time below that works for you. We are excited to meet with you!