Home - Brown County YMCA Hilly Half Marathon to benefit the YMCA
Home - Brown County YMCA Hilly Half Marathon to benefit the YMCA
Description: We offer a complete range of financial services for the high net worth investor located in and around Indianapolis, IN. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
indiana (3211) indianapolis (1334) stifel (18) endeavor investment group (1) steven l. pratt (1) teia e. sebree (1) andrea l. blassaras (1) leslie a. shaw (1)
We focus on the big picture – your family, your business, your future – not just your investment dollars. We spend time with our clients learning their goals and dreams for their families and work with their CPAs and attorneys to align their plan with a consistent, multigenerational strategy.
We also work with companies and their employees on retirement planning, key man insurance, and passing their business to the next generation in a tax-advantaged manner.
As we say to all of our clients: Planning is not a single event – it is an ongoing process. Let us be with you every step of the way for you and your family.
Home - Brown County YMCA Hilly Half Marathon to benefit the YMCA
Home - Brown County YMCA Hilly Half Marathon to benefit the YMCA