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President, CFP® CERTIFIED FINANCIAL PLANNER™Practitioner

P: 317-547-1200

C:

F: 317-547-1201

Ownership : 100%%

Woman-Owned 100%%

Minority-Owned %

Veteran-Owned %

Disability-Owned %

5825 N Post Road

Indianapolis, IN 46216


Premier

Member Since: 11/01/2017

Business Description:

We are a well-established (38 years),women owned Independent Fee-Based Financial Planning firm based on the Ft. Benjamin Harrison Campus in Indianapolis.  We provide wor- based financial education for employers and comprehensive financial planning services for individuals and small business owners.

Industry

  • Financial Planning
  • Work Based Financial Planning Education
  • Retirement Planning
  • Investment Planning

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