Welcome to Asset Management Group


Indianapolis Financial Planning and Retirement Income Specialist

Everyone has a life story with a picture in their mind for their future. A clear vision and a unique approach for short and long term money management are essential elements toward shaping that financial future. Drawing on over 30 years of experience in financial consulting and my own Income Tax Practice, I feel I offer an innovative strategic planning process.
We are a proud member of the Safe Money Places Agent Network

Where We Help

  • Retirement Income Planning
  • Financial Protection
  • Wealth Transfer
  • Fixed Annuities
  • Life Insurance
  • Social Security Planning
  • Medicare Planning
  • Long Term Care Planning
  • Assistance with Wills / Trusts 401k / IRA Rollovers

Where Does Your Retirement Plan Need Improvement?

Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we'll show you which income sources are considered "safe" for your money that only offer guarantees with no risk of losing principal.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan "fills income the gap".

WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that'll help you preserve your nest egg and distribute it in one of the most tax efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities

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