Financial Planning for Business

By: Summit Financial Group of Indiana  08/28/2014
Keywords: Financial Planners, Investment Advisors, Investment Managers

Jon McCardle, CEO of Summit Financial Group of Indiana, has been awarded the 5-Star Wealth Manager Award for 2010, 2012 and 2013 and is a member of the National Ethics Bureau, Better Business Bureau and the who’s who of financial professionals. Jon was featured in Forbes Magazine as one of 7 financial leaders in Indiana. Jon is an Institutional Money Manager with Fidelity Institutional Wealth Services, Charles Schwab, TD Ameritrade and TIAA-CREF. This unique status allows Jon and his team to work with employees from companies like Monsanto, Subaru of Indiana Automotive, Duke Energy, Roche Diagnostics, Purdue Univ. and St. Elizabeth Regional Health with their retirement accounts BEFORE they retire. Jon’s clients have enjoyed access to a complete financial planning department that create Comprehensive Plans for their future. Jon also offers several unique portfolio strategies that allow his clients diversification away from the traditional portfolio theory.

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