If you want us to do more, we can. We can help you plan for your retirement. We can help you make big financial decisions. We can help you save for future education expenses. We can help you be charitable more efficiently. Most of all, we can give you peace of mind, knowing that were covering the bases. We call it the Personal CFO service. Youre the CEO of your life, and you can lean on us as your CFO, watching out for your financial well-being and being available as a resource whenever you need one.
Just to show were in your corner, our fee is based on the size of your portfolio. Our only motivation is for our customers to see their investments perform well. We dont charge commissions and we dont sell products, so we have no incentive to disrupt your portfolio. We dont charge hourly fees for working with you for your planning needs, so you arent penalized for asking for our help. Weve been helping families in northeast Indiana with their investments for over 40 years, and were just getting started. Whenever you need us, well be here.