Our Services
 

Investments

Considering changing careers? We can assist with educating on your four options:

• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value.

Self-employed? We’re here to help with establishing the right retirement plan for you and the investments within the plan.

Tax Free Retirement Income? Roth IRA – a tax advantaged retirement savings account where contributions are made with after tax dollars allowing for tax free growth and withdraws if account has been held for at least five years and meet the age requirement of 59 ½ or older.

Saving for Children’s education?  Indiana 529 Advisor Savings Plan – offered by Indiana Education Savings Authority to help individuals and families save for higher education in a tax advantaged way.

Protection

Life Insurance – provides financial protection to beneficiaries upon the insured’s death. Enabling them to cover expenses like funerals, debts, all other living expenses and also potentially replacing insureds’ income.

Disability Insurance – a type of insurance policy to provide financial assistance who become disabled or unable to work.

Long Term Care Insurance – helps cover costs of care for individuals who can no longer perform basic activities of daily living. Those activities include bathing, dressing, or eating whether you’re at home, in an assisted living facility, or a nursing home.

Medicare supplement insurance – available to those who have Medicare Part A and Part B. Can help reduce out-of-pocket healthcare costs by providing additional coverage.