Our Holistic Planning Approach Involves the Following Areas
50 E. 91st Street, Suite 314
Indianapolis
, IN 46240
, IN 46240
Phone:
- (317) 574-2222
Fax:
- (317) 574-2200
Newsletters
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 29,348.10 | +0.17% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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