Is it really possible that 97% of Americans have to downsize their lifestyle in retirement?. We think it's odd after decades of hard work so many successful, six-figure employees are still running out of money, even when it appears like they have enough on paper. Could it be the Financial Crisis of 2008 forever changed the financial landscape?
We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple. Our goal is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace.
We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple. Our goal is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace.
Services
Wealth Management
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The goal of wealth management is to help you gain perspective and a sense of security. Wealth management combines financial planning and asset management to provide financial peace of mind. Russ Alan Prince, Forbes Contributor, says that "Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services."
Financial Planner
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A financial planner helps you understand how to use your finances to live the life you want to live. In other words, they can help you see a clear path toward your goals and bring order to your financial life. What would it feel like to use financial planning to identify what steps you need to take to reach your goals?
Asset Management
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You've been a good saver and worked hard, and now you find yourself with a nice sized nest egg. Your nest egg may fluctuate in value by more than you ever earned in a given year. That can be unsettling, especially when you consider drawing cash flow for retirement. With our asset management service, we can help you save time and reduce stress by taking care of your hard-earned money for you.
Indianapolis Financial Advisor
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Halter Ferguson Financial was founded in 1986 and with our financial advisors in Indianapolis, Indiana. As financial advisors, We primarily serve individuals and families in the Central Indiana area including Brownsburg, Carmel, Fishers, and Zionsville. Our team of Indianapolis financial advisors offers experience in asset management and financial planning services to help you make better financial decisions to achieve your financial goals.
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