Financial Planning for Purdue University Employees

Financial Planning for Purdue University Employees from Summit Financial Group of Indiana

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

University clients have the intelligence to do their own financial planning, but don’t have the time to read the reports and research their options and plan their retirement. It’s a huge investment of time and they just don’t have it to spare. These clients need someone to concisely explain their options without wasting any time. For added convenience we meet university clients in their offices as their schedules allow! The philosophy behind the “Best of Breed” is to define, search and select the best of breed in each asset class and category necessary for your investment portfolio. Summit considers over 4000 no-load and no transaction fee funds on a quarterly basis to develop our roster of candidates. We then layer additional, proprietary processes of analysis to sift through the good to get the great. Our selection and modeling processes include fundamental analysis such as Fund Manager Tenure, Fund Family’s Investment Philosophy, Asset Class, Historical Returns and Style Drift. Our technical analysis layers in measurements for Alpha, Beta, Relative Strength, Statistical Algorithms and a proactive trend analysis against short term, mid-term and long terms market indicators to select, monitor and maintain optimal levels of risk vs. return creation for client accounts.

Keywords: Certified Financial Planners, Financial Adviser, Financial Planners, Full Service Investment, Full Service Investment Advisory, Independent Financial Adviser, Independent Financial Advisor, Independent Financial Advisors, Investment Advisers, Investment Advisors, Investment Advisory Firm, Investment And Financial, Investment Managers, Management And Financial Planning, portfolio managers, Service Investment Advisory

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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. Schedule a meeting with Jon to review your financial needs.

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In our introductory meeting, we speak about your goals, desired time frames for retirement; risk tolerances, objectives and initial plan design options. Our intent is to help you better frame what financial alignment is necessary in order for you to achieve your retirement goals comfortably.

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Summit Financial Group of Indiana offers newsletters to its clients and blogs with important industry information. Find some of our financial advising newsletters and blogs below.

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Financial Investment Planners for Agriculture

For our agriculture and entrepreneurial clients, our investment options are all about planning. These clients have their own category because business owners require an alternative approach to risk management, opportunity and management.

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Private clients are given frequent and proactive communication. We are in touch with these clients 50-70 times yearly through email, calls, in-person meetings and webinars. They receive weekly newsletters and feel confident that when they need us, we will be available.