multi-generational family smiling on beach

 

You are unique - we understand that

We are a team based financial services firm that specializes in Retirement Income Planning. There are many factors that influence a retiree’s financial future…taxes, portfolio returns, Social Security benefits, inflation, pension income, health care costs, 401k plans, etc. Our team believes you can’t solve the puzzle of your retirement without looking at all of the pieces. If you miss one or two pieces, it could affect the outcome of your entire puzzle.

One cannot afford to make any major mistakes when it comes to planning a financial future.  We offer a no-cost, no-obligation and completely confidential Courtesy and Recommendations Meeting, to see whether or not we can help you pursue the financial future of your dreams. Call Danielle at 219-662-0277 or email at Danielle.Helfrich@RaymondJames.com, if you would like to set-up your Courtesy Appointment or if you have any questions on how we do business.

The following sets us apart from our competitors:

  • My two primary assistants are both licensed financial advisors that work in an administrative capacity for me. This industry is complicated and always changing…Only through a dedicated team can the information be absorbed, appropriate recommendations made, and prompts and efficient service given to the client.

    We are Active not Passive 

  • We attempt to actively monitor risk in the stock market and in various other asset classes. We will change our asset allocation based on the perceived levels of risk. Attempts at measuring risk are difficult and definitely not precise. Furthermore, my approach utilizes experience and takes the emotion of equity investing as emotion presents risks of its own. Is your advisor actively managing your account, or are you paying a fee to "sit and wait it out"? We also conduct personal quarterly meetings with you to make sure we are on track to achieve your goals.

    Please keep in mind that asset allocation and diversification do not ensure a profit or protect against a loss

    We Educate Our Clients 

  • It is ultimately YOUR financial future. YOU need to be educated in topics that could ultimately hinder or hurt your future. We often host educational workshops for our clients and their guests so that you can be in the know on current financial topics. We are currently giving free workshops on the following topics: Savvy Social Security Strategies to Maximize your Social Security Income, Tax Planning and Planting a Successful Future. We also send out generic educational info by the way of frequent mailings to our clients and prospects.