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We work with individuals and couples to design a financial strategy that meets their goals and comfort level. We especially enjoy working with women to empower and educate them on financial knowledge and help them become confident in making financial decisions
Retirement Planning, Life Insurance, and Comprehensive Wealth Management. As a licensed and registered financial advisor, I am held to the highest standards. Our financial and investment planning emphasizes protection and building financial confidence through transparency. We believe that everyone should have a roadmap to achieve their financial goals, regardless of their current financial position. Additionally, everyone deserves the peace of mind knowing their loved one’s financial future is secure. You and your family’s financial well being is our top priority.
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Evansville's Dave Ramsey ELP for investing! We provide a vast array of financial services for individuals and businesses. Financial Planning, Mutual funds, Stocks, Bonds, Life insurance, Long Term Care insurance, Disability insurance, health insurance, HSAs, CDs, 401k & more.
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We are a multidisciplinary firm, with a Family Office experience. We are a one-stop shop, which all of our clients appreciate. Simplicity is the ultimate luxury, in our eyes. We aim to keep it simple for you, but do very complex things, behind the scenes. Our goal is to save you 6-8 figures in taxes (Personal and/or Business Return). And save you 6-8 figures in interest, before we even talk about Private Wealth Management. We want to help you keep more, to do more. What would you do with more?
Windell Financial Services, Inc. - Raymond James is a trusted financial planning and consulting firm located in Evansville, IN. Our experienced team offers a range of services including retirement planning, investment strategies, portfolio management, and personalized financial plans tailored to each client's unique goals and needs. Let us help you secure your financial future and achieve peace of mind.
