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Serving Clients
In Indiana & Nationwide
Our Services
How We Help You
Wealth management is so much more than just helping you with your investments.
Wealth management includes helping you understand where you are (your current situation), figuring out where you want to go (your goals), and determining the steps needed to get there (action items to achieve your goals).
We’re here to help you with all aspects of your financial journey.
Movement
Wealth management services for people with less than
$260,000 of investable assets.
$260,000 of investable assets.
- Define & Refine Financial Goals
- Cash Flow Planning
- Debt Paydown Prioritization
- Retirement Planning & Savings
- Insurance & Risk Management
- Tax Planning
- College Education Planning
- Employee Benefits Optimization
- Estate Planning
- Investment Management
Movement for Business Owners
Wealth management services for business owners with less than $260,000 of investable assets.
- Define & Refine Financial Goals
- Cash Flow Planning
- Debt Paydown Prioritization
- Retirement Planning & Savings
- Insurance & Risk Management
- Tax Planning
- College Education Planning
- Employee Benefits Optimization
- Estate Planning
- Investment Management
Journey
Wealth management services for those with
more than $260,000 of investable assets.
more than $260,000 of investable assets.
- Define & Refine Financial Goals
- Cash Flow Planning
- Debt Paydown Prioritization
- Retirement Planning & Savings
- Insurance & Risk Management
- Tax Planning
- College Education Planning
- Employee Benefits Optimization
- Estate Planning
- Investment Management
- Monte Carlo Analysis
- Employer-Sponsored Retirement Plan Management