- About Asset Management Group llc-
Everyone has a life story with a picture in their mind for their future. A clear vision and a unique approach for short and long term money management are essential elements toward shaping that financial future.
Most of my clients come to me unclear about why and what investment products they should use to meet their objectives and what implications each individual investment product will have on their risk tolerance, liquidity, income taxes and appreciation expectations.
As a part of my practice, I listen, gather information, develop a plan specifically designed for each client's goals and objectives. As financial goals change during our life's transitions and phases, I meet with clients on a regular basis to redesign and maintain their individual financial plan.
I believe that the selection of investments, insurance products and the positioning of assets is best served by an independent non biased approach. Thus, I am aligned with numerous financial and insurance companies and constantly seeking new alternatives and products. All of this so I might have the available tools to meet the unique needs of each individual client.
Drawing on over 30 years of experience in financial consulting and my own Income Tax Practice, I feel I offer an innovative strategic planning process.
My office is located on the north side of Indianapolis, Indiana serving a diverse group of clients throughout Indiana, Ohio, Kentucky and several other areas in the U.S. I welcome the opportunity to meet with you.
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