Financial Wealth Management

CONNECT

Address:

8509 Old Highway 60, 2nd Floor
Sellersburg, IN 47172

Phone:

812-246-6628

Fax/Other:

812-246-6620

Our Services

 

 

Services Offered:

  • Financial/Retirement Planning
  • Risk Analysis of Investments & Client
  • Aiding in 401k rollovers
  • Independent

 

Insurance:

  • Term Life
  • Universal Life
  • Variable Life
  • Disability Insurance
  • Long-Term Care – Indiana Partnership Plan

 

Retirement Plans:

  • 401k Plans
  • SIMPLE IRA’s
  • SEP IRA’s
  • Solo 401k’s
  • IRA’s  – Traditional and Roth
  • 401k Rollovers

 

Annuities:

  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities

 

Securities and Investments:

  • Mutual Funds
  • Managed Advisory Accounts
  • Third-Party Managers
  • Alternative investments
  • Individual stocks and bonds
  • College Savings Plans
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck