Choosing Us

We are CONSULTANTS: we understand how to construct a financial plan for individuals/families, or a qualified retirement plan for businesses.  We have served the Michiana & surrounding communities for 50 plus years.

We are a RESOURCE: we have been trained in overall financial planning, and will show you how to design the optimal financial/retirement plan for you or your business.

We are a TEAMMATE: we believe in your success and make it our primary focus.  We will consolidate resources to construct a sound financial roadmap.

We are a COORDINATOR: We have worked with other professionals in the financial planning process. We will use our knowledge and expertise to initiate and monitor your overall financial plan.  We will use our resources to provide a single point of contact for all your questions.