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Wealth Management

We believe our interdisciplinary approach adds a broader perspective to all that we do and allows us to offer a myriad of services under a single roof. By relying on a team of professionals working together to address multiple needs, we seek to help young investors, families and small business owners cohesively integrate their strategies and address their specific areas of concern. These services include:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Asset Allocation
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis<

Services for Businesses

You’ve worked hard to grow your business, which is why it is of utmost importance to plan for the future and create an investment plan that will protect it. This may include services such as:

  • Plan benchmarking
  • Plan participant education
  • Tax services
  • Corporate retirement plans

Securities offered through American Equity Investment Corporation, Member FINRA & SIPC. Located at 4222 Grant Line Road, New Albany, IN 47150.