Summit Financial Group of Indiana
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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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.
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.
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.
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.
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.
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