Wealth Management

We believe you should be in a position of power and have control over your money. You're the CEO of your life and we're here to be a true partner, your fiduciary, your CFO. Our Private Client platform introduces comprehensive financial life management that starts with you. It fosters the best of cutting-edge technology, wealth building and cognitive development. All areas of your financial life need to work together to maximize wealth building potential while assessing risk and also keeping your goals at the forefront.

 

We look at your financial life as a whole and introduce holistic strategies that are optimized for your unique needs. The static, traditional approach of financial planning doesn't address your dynamic, ever-changing life. A financial model allows you to plan for unknown events, stress test decisions, organize your full financial picture, and set you up for success.

Overall wealth management takes many things into account. Below are some of the main pieces that encompass your full financial life.

EVERY CEO NEEDS A CFO. A PARTNER, COACH, AND ADVOCATE.

Cash Flow Analysis and Budgeting
Cash Flow Analysis and Budgeting
Retirement Income Planning
Retirement Income Planning
Investments
Investments
Tax Planning
Tax Planning
Insurance and Risk Management
Insurance and Risk Management
Estate Planning and Philanthropy
Estate Planning and Philanthropy
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201 E Washington Center Road

Fort Wayne, IN 46825

Office: 260.471.7555

3625 E 96th Street

Indianapolis, IN 46240

Office: 1.855.288.5588

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Please review Important Disclosure Information set forth in the last section of this website. Check the background of our investment professionals on FINRA's BrokerCheck.

© 2021 Hoch Financial Services, LLC.