Broker Check

1671 South US Hwy 231
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342




For individuals and families, we provide pre-retirement and retirement planning, cash flow management, education savings, risk management, investment management, estate planning and gift tax planning. 

  • Development of Goals and Budget
  • Financial Services and Investment Planning
  • Asset Allocation and Portfolio Construction
  • Education Planning and Funding
  • Employer Compensation and Benefits Review
  • Wealth Management and Conservation
  • Wealth Transfer Strategies and Estate Planning
  • Retirement Planning and Retirement Income Planning
  • Tax Management and Tax-Advantage Planning
  • Insurance Planning for Life and Long-Term Care
  • Ongoing Review and Monitoring
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