As a part of my practice, I listen, gather information, develop a plan specifically designed for each client's goals and objectives. As financial goals change during our life's transitions and phases, I meet with clients on a regular basis to redesign and maintain their individual financial plan.
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. I believe that the selection of investments, insurance products and the positioning of assets is best served by an independent non biased approach. Thus, I am aligned with numerous financial and insurance companies and constantly seeking new alternatives and products. All of this so I might have the available tools to meet the unique needs of each individual client.
My office is located on the north side of Indianapolis, Indiana serving a diverse group of clients throughout Indiana, Ohio, Kentucky and several other areas in the U.S. I welcome the opportunity to meet with you.
We are a proud member of the safe money places agent network
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
Asset Management Group, LLC
11611 N. Meridian Street, Suite #110
Carmel, IN 46032
Fax: (317) 706-1582
Need Help Making a Financial Decision?
Asset Management Group, LLC does not warrant anything on this website, although we hope everything is accurate. We do not provide legal or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with Asset Management Group, LLC or your own financial professional about your personal situation before making any financial decisions.
INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
Asset Management Group, LLC provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
© COPYRIGHT SMP INTERNATIONAL LLC 2019. ALL RIGHTS RESERVED.