MOST PEOPLE CAN'T GET THEIR HEADS AROUND THEIR FINANCIAL FUTURE. I OFFER AN INDIVIDUALIZED AND BOUTIQUE FINANCIAL PLANNING AND INVESTING EXPERIENCE; SO THAT YOU CAN RETIRE ON YOUR TERMS AND REALIZE TRUE FINANCIAL FREEDOM!
WHO I WORK WITH
Individuals & families who desire professional guidance and understand the value of independent, objective advice; free from the conflicts of interests of commissions and proprietary products. If that sounds like you, I’d love to hear from you.
F.A.Qs
Are you a fiduciary?
Yes, LWM is a fiduciary. A fiduciary is a person who holds a legal and ethical relationship of trust with one or more persons. I am committed to always putting your interests ahead of my own.
Where are my investments held?
LWM never takes possession of your money. Instead, your investments are held at a brokerage firm. Presently, most of my clients utilize TD Ameritrade.
What are your services?
Investment Management, Tax Planning, Retirement Planning, Risk Management, Budgeting & Cash Flow Analysis, Education Planning, & Financial Plan Reporting
Where do you service clients?
I believe the client experience is not defined by location. While my office is in Indianapolis, I’m happy to meet with you at your home or office, or virtually via Skype or telephone.
Can you manage my company’s retirement plan?
Yes. I understand the intricacies of the ever-changing regulatory environment.