We are dedicated to the needs of clients who have a strong desire to plan for a successful retirement.
We utilize an educational approach to allow our clients to learn about strategies they did not know existed. By providing you with more knowledge you then can make wiser decisions.
Don has been proudly serving his client in North Central Indiana for the past 35 years. Don graduated with a Major in Law Enforcement but was introduced to the Financial Planning world shortly after college and found a career he loves.
We believe every decision should be an informed decision. Our workshops educate you on the important decisions that you need to make regarding retirement. They answer questions like: