HALTER FERGUSON FINANCIAL, INC.
7702 Woodland Drive, Suite 150, Indianapolis, IN 46278
Since 1986
Asset, Retirement, Estate and Income Tax Planning, Investment and Wealth Management, Personal Financial Statement, Plan Implementation, Insurance Needs Analysis, College Funding, Employee Benefits Analysis Savings Plan & Expense Tracking
They can help you consolidate your accounts, manage your assets for your goals using a clear strategy, and keep you focused on the long term ● Their advisor can take your individual wants and needs into account and lead toward your Retirement or other wealth-based goals ● They help you gain control over your money and put measures in place to guard your financial future
TBR® Inspection Report
RDW FINANCIAL GROUP, LLC
777 Beachway Drive, Suite 108, Indianapolis, IN 46224
Since 2001
Social Security, Pension Analysis, Retirement Income Planning, Investment Optimization, Tax and Lifetime Income Planning, Required Minimum Distribution Analysis, Ira, 401(K) and 403(B) Rollovers, Asset Class Allocations, Declining Market Strategies, College Funding, Business Income Tax Reduction Strategies & Business Continuation Planning
Focus on equity and alternative investments ● They take a proactive approach to help you develop a strategy to address your goals and objectives, using the most efficient methods available ● They can help you analyze your earnings, establish goals for both the near future and your eventual retirement, and decide upon a plan of action
Five-Star Professional Wealth Manager from 2016
TBR® Inspection Report
NASH & ASSOCIATES
121 Monument Circle, Indianapolis, IN 46204
Pension/Social Security and Education Funding Analysis, Investment Management, High Net Worth and Tax-Free Fixed Income, Insurance Needs, Fixed and Variable Annuities, Asset Allocation Planning, Mutual Funds and ETF’s, 401K Design & Implementation
Specializes in Retirement Planning ● Free portfolio risk analysis ● Offers equity-based trading programs and trailing stop loss monitoring ● They are high net worth investors and they manage a fixed income program as well as an equity based trading program