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Live the life you want to live

It is our mission

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 to educate, guide and counsel you toward reaching your full financial potential and start living the life you

want to live.

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We sit on the same side of the table as our clients, not on the side of financial institutions.

By first discovering your WHY FOR MONEY, we act as a partner to our clients providing comprehensive wealth management and making sure everything is working together to achieve your true WHY.

We act as your personal CFO and listen, advise, plan and strategize in order to optimize your financial life and make your money work for you.

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We are a fee-based, independent advisory firm that specializes in comprehensive wealth management, portfolio management, retirement plan management and employer-sponsored retirement plans.

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Contact us to learn more about our approach and start your financial journey.

Are you reaching your full financial potential?

Business Owners/
Executives
Physicians
Medical Professionals
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Corporations
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Business Owners/Executives

We act as your personal CFO to make sure you're balancing your business and personal finances for growth. We'll make sure you're covered in all aspects and devise strategies to maximize your financial potential.

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Physicians

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Physicians and other medical professionals face unique challenges when trying to build wealth. From residency to retirement, we will assess your unique situation and help you get ahead.

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Papers
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Employer-Sponsored Retirement Plans

Is your company's 401(k) plan where it should be? We have a tailored solution for you and your employee's that will change the way they look at their plan. We'll be a true partner as your plan's fiduciary.

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A NEW WAY TO LOOK AT FINANCIAL PLANNING

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Our Principles

Listen

Learning about your unique situation and your WHY for money is important to us. Everyone's situation and goals are different and we treat each of our clients as unique relationships.

Partner

We sit on the same side of the table as you and act as your personal CFO. We act in your best interest and as your fiduciary. We don't push products. Period.

Protect

We assess your full picture and make sure all parts and pieces are working together and in the right way. We reduce unnecessary risk and protect what you've worked so hard for.

Manage

We provide comprehensive wealth management and make sure you're meeting your goals by making your money work for you. We help you reach your full financial potential.

Contact

CONTACT US

Are you ready to start your financial journey? The best way for you to get to know us and for us to get to know you is a no obligations initial meeting. Our two main locations are in Fort Wayne, Indiana and Indianapolis, Indiana but our clients are located all over the US. The possibilities today are endless.

locations

Fort Wayne:

201 E Washington Center Road

Fort Wayne, IN 46825

Office: 260.471.7555

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Indianapolis:

3625 E 96th Street

Indianapolis, IN 46240

Office: 1.855.288.5588

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Or simply

fill out the following form and

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