Financial Planning Services

Financial Planning Services from Summit Financial Group of Indiana

By: Summit Financial Group of Indiana  08/28/2014
Keywords: Wealth Preservation, Wealth Planning, Family Wealth Planning

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. Private clients have no restrictions on their investments, which allows us freedom on how we manage their portfolio. We want to help you build and protect your nest egg and feel comfortable in your retirement. Using a non-traditional approach to investing and financial planning has allowed many of our clients to take advantage of some unique investment vehicles as well as shifting market conditions to their benefit.

Keywords: Cash Flow Management, Certified Financial Planner, Family Wealth Planning, Financial Advisor Services, financial planning advice, Financial Planning Advisor, Financial Planning Basics, Financial Planning Clients, Financial Planning Process, income planning, Planning Advice, Retirement Advice, Retirement Investment, Retirement Investment Advice, Wealth Planning, Wealth Preservation

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Other products and services from Summit Financial Group of Indiana

08/28/2014

Financial Planning for Business

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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08/28/2014

Wealth Management and Investments

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.


Summit Financial Group Newsletter from Summit Financial Group of Indiana thumbnail
08/28/2014

Summit Financial Group Newsletter

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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08/28/2014

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.


Financial Planning for Purdue University Employees from Summit Financial Group of Indiana thumbnail
08/28/2014

Financial Planning for Purdue University Employees

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.