How We HelpBusiness Owners...
Plan A and B
As a business owner, your retirement and business succession planning options are unique. Not sure how to save for retirement outside of your qualified plan? Need to fund a buy/sell partnership agreement? Need to retain a key executive with a different form of executive compensation? We understand. We can help.
Why Choose Us
In today’s fast paced sound-bite world it is not enough to say we’re different – that we actually care about you and your financial well-being. That we want you to think of us as true, engaged financial partners committed to your highest outcome.
We get it. We understand. Think of us as your wealth partners with sound, uncluttered and professional thinking with the wisdom and experience to blend it all together to help you get from where you are to where you want to be. We listen, ask questions, seek to understand and then apply our expertise to plan a solution that solves today’s challenges and supports tomorrow’s financial objectives.
What to Expect
When we meet, you’ll get the sense that we’re a little bit different. And for good reason.
From the moment you make your first call to our office to your first appointment to the feeling you get when you walk in the door. You'll soon realize, we're different. Much different. We take great pride in aligning your current situation to your financial objectives so you can get back to life and enjoy it.
Our Unique Approach
We listen. Ask questions. Seek to understand your unique situation. We’ll learn where you are now and ultimately where you want to be going forward.
We’ll build your unique plan that solves today’s challenges and support tomorrow’s financial goals and objectives. We’ll provide a thorough review of your plan and help you to understand how and why it will bridge the gap between where you are and where you want to be.
Accumulate & Protect.
Plan the work and work the plan. We’ll work with you to maximize your wealth accumulation, and protect it from sources known and unknown so you can be certain your goals and objectives are being met.
When it comes time to leave your legacy, leave nothing to chance. We believe that there are few firms in the country that can rival Wealth Partners experience in the areas of estate planning, asset protection and distribution. Our affiliated law firm is able to provide legal advice, draft trusts and other legal documents, as well as advise on asset protection, business succession planning, and charitable giving. Our team will work closely with the attorneys to ensure the advice is aligned with your overall goals. The combination of experience coupled with our coordinated approach forms an estate plan that fits in with your overall financial plan and goals.
The Changing World of Retirement Planning
December 5th and December 12th, 6:30pm to 9:30pm
Indianapolis Wesleyan University - North Campus
- • Determine if you have enough money for retirement
- • Protect your assets in a rising tax rate environment
- • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
- • Evaluate the benefits of a Roth Conversion
- • Maximize Social Security income
- • Protect your portfolio against stock market loss during retirement
- • Reduce, or eliminate unwanted expenses or delays with estate planning
- • Understand if your portfolio is truly “diversified”
- • Avoid the three basic “pitfalls” of retirement distribution planning
Let's Get Started
We’d love to meet you, help understand where you are now and where you want to go.
For a limited time, sign up to receive a complimentary, 29 minute financial evaluation session with one of our Senior Advisors. To get started, book a meeting on our private calendar.SCHEDULE EVALUATION