Michigan City: 219-879-4343

Westville: 219-785-2714

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Take control of your future finances

The projected future of Social Security is quite scary to young professionals who are just getting started in their respective careers. Solidify your retirement plans by taking control of your future finances. We can help you fund your own plan so you aren't dependent on government money that may not be there when you're ready to retire.

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There are a number of investment options available depending on what you want to be able to do with your money. We offer a variety of annuity, IRA, and Roth IRA options that come with benefits like guaranteed interest rates, the ability to take up to 10% out each year without a surrender charge, and more. Contact us for more information.

Choosing an investment option

We understand that you're busy and you may not be able to schedule an appointment during our office hours. We offer after-hours and on-location appointments by request so you can get the expert financial advice you need when it's most convenient for you.

After-hours and on-location appointments available

We have 2 convenient locations to better

serve you.

Let us take the guess work out of your investment options. Call:


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