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P.O. Box 127, Clayton, IN 46118

(317) 754-2873
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About Us

Finding Your Fit

We're a financial planning practice based in Clayton, Indiana, working with pre-retirees and retirees who want to make the most of what they've saved. Most of our clients were high earners or small business owners, and they're focused on one question above all others: how do I fund my retirement in the most tax-efficient way possible?

Client Centered

Our Approach

Financial planning comes first. You need a retirement plan, and that plan needs to be something we revisit regularly because life doesn't stand still. Circumstances change. Markets shift. Tax laws get updated. We meet with clients multiple times throughout the year to make sure the plan still fits and adjust when it doesn't. We manage the investment portfolio to align with the goals we establish in your retirement plan.

Why Tax Focused Planning 

Taxes are one of the biggest expenses you'll face in retirement, and they're also one of the few things you can actually have some control over. My background as a CPA in public accounting showed me how much money people leave on the table simply because they don't have someone thinking ahead about their tax situation. That's what led me to specialize in this area. We work with you and your CPA to understand what your taxes look like now and what they might look like in the future under different scenarios. Then we build strategies around withdrawals, conversions, and account management that keep more of your money working for you.

What You Can Expect 

You'll have a clear plan that shows you what's possible and what needs to happen to get there. You'll have someone who knows your situation and is thinking about it throughout the year, not just during an annual review. And you'll have confidence that your assets are being managed in ways that align with what you're trying to accomplish.

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