wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040

Do you know what happens when you die?  I’m not asking in a spiritual or physical sense.  I’m asking about what happens from an estate planning perspective.  Do you know what impact your death has to the financial and developmental well-being of your children?  What if both you and your spouse die at the same time?  What about your house?  Your car?  The things in your closet?  Your financial accounts?  Who makes these decisions and who receives your assets are important to anticipate.

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