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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 (35 years),women owned Independent Fee-Based Financial Planning firm based on the Ft. Benjamin Harrison Campus in Indianapolis.  We provide work 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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