Planning
Whether you are still working or you are fully retired, make sure that everything goes the way you planned. You want to get the most out of your earnings and savings so you can enjoy life.
Talk with one of our advisors to make sure your plans are on the right course.
Want a financial road map that helps you reach your retirement destination? We can help you with a holistic approach to financial planning for retirement.
Make sure your investments are on track. Our local team of Portfolio Managers provides comprehensive investment management.
Talk with our local team of Portfolio Managers about creating a portfolio that provides income during your retirement.
Investing
Changes in your family happen. It's important to know your loved ones won't have to deal with complications, including legal or tax issues. We'll make sure it's administered properly, and everything is handled the way you intended.
Trust Administration
You want to make sure a loved one with special needs receives quality care and assistance when you are gone. We’ll help you establish a trust designed for that purpose.
Learn More About Special Needs Trusts
Contributing to it your whole working life, you deserve the most from Social Security. We'll help you identify how you can maximize the benefits you've worked hard to enjoy.
Learn More About Social Security
Ensuring you and your loved ones receive the care and help needed to live independently and as safely as possible when the time arrives. We'll help develop a plan for those situations.
Working with you to develop a succession plan that makes you feel good about leaving the business you worked so hard to build.
What is Your Succession Plan?
We can help you help your loved ones. We'll walk you through tax considerations, limitations, and rules to make the most of your gift.
Charitable Giving Options
Maximizing charitable giving and leaving a legacy. Our advisors have helpful strategies which could allow you to give more to the causes you love.
Learn About Charitable Remainder Trusts
Helping to navigate the complexities of your trust, estate planning and will documents as they relate to your domicile in Indiana, Michigan, and Florida. let's discuss the advantages.
Let Us Help
