CONNECT

Address:

132 Venturi Drive, Ste. C
<b>Chesterton, IN 46304<b>

Phone:

<br><b>219-929-1234

Fax/Other:

<br><b>219-921-1992

Our Firm

WORK WITH SOMEONE WHO KNOWS YOU

Helping you meet your objectives, from an independent financial advisor who knows you personally, knows your needs and develops a relationship with you to help you reach your financial goals.

WHAT`S IMPORTANT TO YOU?

We believe that relationships are at the heart of life. Therefore, our firm`s mission is rooted in this belief. We will take the time to understand what you value and help you to develop your Financial Roadmap.


We hope to develop a long and trusted relationship that may:
1) Save you time
2) Define your objectives upfront
3) Give you a trusted source for information about retirement planning, investing, managing risk, helping you with strategies to preserve and grow your wealth.


KEYPOINT- WE ARE TOTALLY INDEPENDENT WHICH ALLOWS US TO BE OBJECTIVE ABOUT THE PRODUCTS AND SERVICES WE MAY RECOMMEND

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck