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Financial Planning Services and Consultations for Private Clients

Private clients are given frequent and proactive communication. We are in touch with these clients 50-70 times yearly through email, calls, in-person meetings and webinars. They receive weekly newsletters and feel confident that when they need us, we will be available.

Private clients have no restrictions on their investments, which allows us freedom on how we manage their portfolio. We want to help you build and protect your nest egg and feel comfortable in your retirement. Using a non-traditional approach to investing and financial planning has allowed many of our clients to take advantage of some unique investment vehicles as well as shifting market conditions to their benefit.

Personal Financial Advice from Investment Managers in Lafayette, Indiana

“It is pretty rare for a client with less than 2 million dollars to actually ever meet the investment manager who is actually making the investment decisions on their account on a daily, weekly and quarterly basis.” said Jon McCardle, President of Summit Financial Group of Indiana. “Here, we did not want added costs of middle men taking from our clients, unnecessary fees and commissions. This is why WE manage our client’s investments directly with tools and systems that we have designed, developed, implemented and have had success with over our tenure.”