Comprehensive wealth management. Committed to your success. Your financial success comes first. From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first. As a Fiduciary, we've held ourselves to the highest standard of care since the firm was established. Our client-first approach is built on transparency and trust--no commissions, no products to sell, no conflicts of interest. Just confidence and peace of mind, so you can focus on the moments.
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The S&P500 is down 10% this year to date. Your portfolio could have just dropped from $1 million to $900k. Do you have a strategy for these market swings? If not, it might be time to talk. Especially if you are at or near retirement. Fire Financial Group is a fee-only R.I.A. We are also a fiduciary. We specialize in planning for early retirement. We love working with people who are intentional about their finances or at least want to be. Our clients tend to be intelligent, killing it in their career, and simply don't have the time or expertise to manage their finances. Find us at firefg.com for more information about our firm.
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Rockingham Financial Consulting Solutions is your one-stop shop for financial clarity. Our organization has mastered the art of performing KPIs, forecasting, projections, and analysis. Let us help your business stay ahead of the curve.
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Strategic Wealth Designers is an independent financial planning firm serving Indianapolis, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Jason Werner is a dedicated financial analyst with experience managing the portfolios of individuals and companies alike. He has the know-how to make sure your assets are managed in a way that is intended to make you feel more comfortable while also keeping your financial goals in focus. When Jason takes you through Werner Financial's simple, easy-to-understand Four Step Process, your path will come into focus.
Mack Financial provides insurance & wealth management to individuals, families and businesses that help them keep their promises to their families, businesses, and community.
