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Indiana Indiana

Find Retirement Planners for Retirement Planning in Indiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Indiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Indiana

Wesley Kotys

Kotys Wealth Professionals

175 Lincolnway, Suite D

Valparaiso, IN 46383

219-465-6924

Thomas Beachy

Beachy Wealth Management

3484 Stellhorn Road

Fort Wayne, IN 46815

260-246-5450

Scott Garrigus

Edelman Financial Engines, LLC

1499 Windhorst Way, Suite 210

Greenwood, IN 46143

317-851-8417

Edward Camp

Camp Wealth Management

3835 Edison Lakes Parkway Suite

Mishawaka, IN 46545

574-273-0803

Bill Bowers

Bowers Capital Management

1908 Meadowood Drive

Georgetown, IN 47122

812-951-0380

Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd, Suite 115

Carmel, IN 46032

317-537-7526

Vinny McMahon

Edelman Financial Engines, LLC

8555 River Road
Suite 350

Indianapolis, IN 46240

317-806-6005

List of Additional Retirement Planners in Indiana*

* Additional advisor listing is provided in partnership with Yext

Ed Rowell - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

Allstate Personal Financial Representative: John Ballew

2214 Allison Ln

Jeffersonville, IN 47130
812-282-2970

Jason J Zoch - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8735

Allstate Personal Financial Representative: John Persinger

6470 N Shadeland Ave
Ste D

Indianapolis, IN 46220
317-358-5164

Airey Financial Group

200 West 84th Drive
Suite B

Merrillville, IN 46410
219-650-4050

Jim Lake - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

New Legacy Wealth Management

222 West 2nd Street

Seymour, IN 47274
812-271-1880

Atlas Capital Management Corp.

11130 Coldwater Road
Suite 104

Fort Wayne, IN 46845
260-637-2857

Fifth Third Private Bank - Michael Donovan

57 South Michigan Avenue
Suite

Valparaiso, IN 46383
219-660-4602

The Grossman Wealth Advisor Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7349

Midwest Financial Group, Inc.

9752 Lantern Road

Fishers, IN 46037
317-570-4400

The Gundy, Murdock & Etchison Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

Lloyd McGlincy - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7334

Joseph A O'Keefe - Ameriprise Financial Services, LLC

11480 Broadway

Crown Point, IN 46307
219-663-9860

John Vidal - Ameriprise Financial Services, LLC

11480 Broadway

Crown Point, IN 46307
219-663-9860

Nicholas Davis - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

Belle Tire

2210 S. State Rd. 46

Terre Haute, IN 47803
812-420-1412

Goosehead Insurance - Ryan Thiery

250 N Main Street
Ste 10i

Crown Point, IN 46307
219-240-1816

Goosehead Insurance - Steve Phillips

2680 E Main St
Ste 313

Plainfield, IN 46168
463-777-5440

Fifth Third Insurance - Julie Hayes Leahy

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
502-493-7941

Fifth Third Insurance - Myron Hobbs

2325 Green Valley Rd.

New Albany, IN 47150
502-493-7949

Fifth Third Insurance - Ed Witte

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1318

Fifth Third Mortgage - Brian Burke

10595 East US Highway 36

Avon, IN 46123
317-271-2162

DTLR

1965 Southlake Mall
Space 416

Merrillville, IN 46410
219-791-9179

CFSC Speedy Check Cashers

3521 Central Avenue

Lake Station, IN 46405
219-962-9670

CFSC Speedy Check Cashers

1030 East Ridge Road

Griffith, IN 46319
219-923-0900

CFSC Speedy Check Cashers

803 W. Chicago Avenue

East Chicago, IN 46312
219-398-6922

Column Capital Advisors

3815 River Crossing Parkway
Suite 340

Indianapolis, IN 46240
317-663-6500

Thrivent - Third Coast Group

9495 Keilman Street

Saint John, IN 46373
219-627-3371

Matthew Reynolds - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

Edward Jones - Financial Advisor: Gina Ribota

8415 Kennedy Ave

Highland, IN 46322
219-923-1482

Allstate Personal Financial Representative: Jeffrey Huffman

499 E Summit St
Ste B

Crown Point, IN 46307
219-662-8900

Fifth Third Securities - Alexis Gadient

1160 North Main Street

Franklin, IN 46131
317-738-4418

Terry Allen Dirrim - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9109

Fifth Third Private Bank - Ryan Davis

251 North Illinois Street

Indianapolis, IN 46204
317-383-2204

Matthew Crispin - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7369

CFSC Speedy Check Cashers

6508 Calumet Avenue

Hammond, IN 46324
219-932-2433

Christopher P Moore - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

Belle Tire

4713 Meijer Ct

Lafayette, IN 47905
765-428-1512

Jennifer Casten-Juhl - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

Robert Kruse - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8750

Fifth Third Insurance - Dan Davis

20 Northwest Third Street

Evansville, IN 47708
812-456-2804

Douglas Amick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8409

Joseph M Olexa Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7418

The Spafford Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0824

Jason Kimmell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1828

Creative Financial Centre®

2704 South Goyer Road

Kokomo, IN 46902
800-745-7776

Vanessa Santiago

866-929-8889

Barney & Pendleton Group

61 Indiana Ave
Suite C

Valparaiso, IN 46383
219-464-4441

Edward Puglise - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

Hilliard Lyons

389 East Morgan Street
Suite 1

Martinsville, IN 46151
765-349-0247

Hilliard Lyons

202 South College Avenue

Bloomington, IN 47404
812-332-6333

The Habig Team - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3177

Compass Financial Group - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

Fifth Third Securities - Brandon Gregg

3620 South Street

Lafayette, IN 47905
765-250-4177

Robert Addington CPA

320 North Meridian Street
Suite 619

Indianapolis, IN 46204
317-637-3575

Michael Haboush CFP, CRPC, LUTCF

67 E. Garner Rd.
Suite 100

Brownsburg, IN 46112
317-286-3637

Doak Financial LLC

350 Westfield Road
Suite 230

Noblesville, IN 46060
317-674-8174

Holland Financial Group

25 Boone Lane

Mitchell, IN 47446
812-849-2010

Oak Partners, Inc.

55 West 94th Place

Crown Point, IN 46307
219-795-1000

Retirement Counseling Services

8465 Keystone Crossing
Suite 195

Indianapolis, IN 46240
317-472-9329

Comprehensive Retirement Solutions

11595 North Meridian Street
Suite 300

Carmel, IN 46032
317-844-5100

Keibler & Associates, Inc.

4222 Grantline Rd.

New Albany, IN 47150
812-948-9288

Kappell Wealth Strategies

123 North West 4th Street
Suite 301

Evansville, IN 47708
812-437-1583

Smith & Stuczynski Wealth Advisors

255 N. Alabama Street
Suite 300

Indianapolis, IN 46204
317-284-9600

Waggoner Miller Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3105

JBC Companies

10355 Dawsons Creek Boulevard
Suite F

Fort Wayne, IN 46825
866-490-4233

Fifth Third Insurance - Lenny Hartlage

2325 Green Valley Rd.

New Albany, IN 47150
502-727-4095

Fifth Third Insurance - Bruce Klineman

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1305

CFSC Speedy Check Cashers

71 81st Avenue

Merrillville, IN 46410
219-756-6200

CFSC Speedy Check Cashers

6814 Indianapolis Blvd.

Hammond, IN 46324
219-844-9432

Nathalie Mastouri - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7352

Graig A Huber - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

Scott Maskel - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7437

Perry Wealth Management - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7421

Anthony Gerardot - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

Doug Buuck - Ameriprise Financial Services, LLC

11480 Broadway

Crown Point, IN 46307
219-663-9860

Peter J Schueth - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8718

Fenoglio - Schrader - Stapleton Group - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8404

Jeremy Overton - Ameriprise Financial Services, LLC

102 E Gibson St
Ste 1

Haubstadt, IN 47639
812-768-6393

Bruce M Mc Court - Ameriprise Financial Services, LLC

3340 Hickory Rd

Mishawaka, IN 46545
574-247-7777

Synergy Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

WATERMAN FINANCIAL SERVICES

3252 Mallard Cove Lane

Fort Wayne, IN 46804
260-436-6588

Pickart Insurance Agency Inc.

8750 Broadway
Suite C

Merrillville, IN 46410
219-769-3641

Allstate Personal Financial Representative: Michael Schultz

54 S Girls School Rd

Indianapolis, IN 46231
317-432-0420

Guy Gage - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-573-3303

Neil Stowe - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

Chris Cook - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

Thomas Farr - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7384

Edward Jones - Financial Advisor: Andrew J Thomas

1022 16th Street

Bedford, IN 47421
812-279-3511

Greg M Charnes II - Ameriprise Financial Services, LLC

4824 Lincoln Ave

Evansville, IN 47715
812-426-3521

Eric Oatman - Ameriprise Financial Services, LLC

724 Green Blvd

Aurora, IN 47001
812-584-1498

Randall "Randy" L Wagner - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8410

The Eckerle Metzinger Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1832

Steven Di Renzo - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3112

Andrew Cornell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1868

Edward Brower - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

Belle Tire

2626 US 52 W

West Lafayette, IN 47906
765-588-5188

Kiddie Academy of Munster

10419 Calumet Court

Munster, IN 46321
219-595-8400

CFSC Speedy Check Cashers

4705 Calumet Avenue

Hammond, IN 46327
219-932-6669

Club Pilates

10895 N Michigan Road

Zionsville, IN 46077
317-572-8704

Gobel Financial, Inc.

853 N. Warpath Drive

Milan, IN 47031
812-654-1627

John Reimbold - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

CLN Financial

409 East Cook Road
Suite 150

Fort Wayne, IN 46825
260-426-1832

Strouse Wealth Advisors

203 Main Street
Suite 105

Evansville, IN 47708
812-402-1300

Collier Financial

4509 Maplecrest Road

Fort Wayne, IN 46835
260-493-3930

Steven Young, CIMA, CFP, CEPA - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1830

Rick Pflueger - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8710

One Resource Financial Consultants

7337 West Jefferson Boulevard
Suite 100

Fort Wayne, IN 46804
260-478-0680

Murphy Wealth Management

334 West US Highway 30
Suite A

Valparaiso, IN 46385
219-510-5069

LPL Financial: Robert Dragani

615 W. Jefferson Street

Plymouth, IN 46563
574-936-6071

The Green/McCullough Wealth Management Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1826

Linda Stover - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

Jehl & Kreilach Financial Management

6209 Constitution Dr.

Fort Wayne, IN 46804
260-420-0268

Trible Financial Company

2231 West Franklin Street

Evansville, IN 47712
812-473-9958

Networth Advisors Inc

123 South 5th Street

Goshen, IN 46528
317-689-7413

Financial Concepts

3706 Lake City Highway

Warsaw, IN 46580
574-269-2410

Joseph Kaiser - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

Jim R Schrader - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8401

Fifth Third Securities - Andres Salamanca

5925 Illinois Road

Fort Wayne, IN 46804
260-247-7455

SDM Investments, LLC

6111 Harrison Street
Suite 130

Merrillville, IN 46410
888-988-0858

Matthew Derado - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

Angela Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

Financial Partners, Inc.

1801 East Bristol Street

Elkhart, IN 46514
574-264-0621

Windsor Wealth Management

500 East 96th Street
Suite 450

Indianapolis, IN 46240
317-848-3005

Credent Wealth Management

112 East 7th Street

Auburn, IN 46706
260-927-1830

Andrew Baker - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

Elizabeth Eckert - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7381

David Virt - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

FSA Advisors LLP

5348 West Vermont Street
Suite 100

Indianapolis, IN 46224
317-243-8016

Dan Schlegelmilch - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7425

Fifth Third Preferred - Eric Faulkenberry

1 Batesville Shopping Village

Batesville, IN 47006
812-934-0448

Steve Stapleton - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8722

Sean K Spafford - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0829

Jason Topp - Ameriprise Financial Services, LLC

300 E 90th Dr

Merrillville, IN 46410
219-736-8677

Sisk & Associates

756 North Main Street
Suite A

Crown Point, IN 46307
708-228-4616

Hanner Financial Services, Inc.

4020 25th Street
Suite A

Columbus, IN 47203
812-372-9402

Nicholas Raymond Powers - Ameriprise Financial Services, LLC

3340 Hickory Rd

Mishawaka, IN 46545
574-247-7777

Morgan Stanley Financial Advisors

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-233-9400

Jason Rush - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

Jimmy Pike - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

Jeffrey Hodges - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Derrick Wells - Ameriprise Financial Services, LLC

915 E 4th St

Mount Vernon, IN 47620
812-641-1499

C. Matthew Fox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

Ed Muir - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Robert Wales - Ameriprise Financial Services, LLC

735 E Main St

Richmond, IN 47374
765-962-1761

Schneider & Associates - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

Karin Veatch - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1843

Scott Smith - Ameriprise Financial Services, LLC

205 W Jefferson Blvd
Ste 402

South Bend, IN 46601
574-273-8680

Steve Sandkuhler - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

Mark Nicholson - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

Karl Barske - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

Allstate Personal Financial Representative: Thomas Jones

401 S Earl Ave
Ste 1c

Lafayette, IN 47904
765-250-4470

Allstate Personal Financial Representative: Christopher Bezoni

916 N Shadeland Ave

Indianapolis, IN 46219
317-359-8271

Mary Haluska - Ameriprise Financial Services, LLC

1401 E Greenwood Ave
Ste 400

Crown Point, IN 46307
219-662-2779

Wellington Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3031

Edward F Camp, CFP, CLU, ChFC

3900 Edison Lakes Pkwy
# 103

Mishawaka, IN 46545
574-273-0803

Ryan Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

Shawna Ballard - Ameriprise Financial Services, LLC

435 E Main St
Ste 175

Greenwood, IN 46143
317-497-3665

The MKP Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8744

Ann M Perri - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9101

Rodney Jacobs - Ameriprise Financial Services, LLC

401 E Jefferson St
Ste 100

Plymouth, IN 46563
574-936-2571

Jaimie Shrieve - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1890

Wild Bill's Tobacco

5331 N. Main St.

Mishawaka, IN 46545
574-217-7276

Jennifer Kingston - Ameriprise Financial Services, LLC

225 N Buffalo St

Warsaw, IN 46580
574-269-3386

Mark Powers - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

Jonathan Bostrom - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7323

Melissa Eikens - Ameriprise Financial Services, LLC

800 E Jefferson Blvd

South Bend, IN 46617
574-277-7500

Gateway Investment Services

201 Clifty Drive

Madison, IN 47250
812-273-9149

Randy Shewmaker - Ameriprise Financial Services, LLC

702 N Rogers St

Bloomington, IN 47404
812-339-8513

Allstate Personal Financial Representative: Kent Sipe

1905 S New Market St
Ste 166

Carmel, IN 46032
317-804-4144

Thomas Dranger - Ameriprise Financial Services, LLC

1496 Pope Ct
Ste 3

Chesterton, IN 46304
219-226-0800

Highfield & Associates - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

Gregg Keele - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

OnPointe Guiding Wealth - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

Heath Schneider - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

Tracie Luley - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

Bryan Baker - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-573-3310

Joyce Foster - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

Market Street Wealth Management Advisors, LLC

3105 East 98th Street
Suite 170

Indianapolis, IN 46280
317-552-0505

Zachary Albers - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

Bradley V Harrold - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Larson, Reynolds and Associates - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

Scott Scales - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

Shirley Myers - Ameriprise Financial Services, LLC

511 E Colfax Ave

South Bend, IN 46617
574-234-0023

Hartman Investment Group

710 Goodwin Place

Kendallville, IN 46755
260-242-5895

Laura McMahon - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

Kurt Willard - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

Acuitas Financial Group - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

Thomas Tucker - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

Todd Larson - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

Foster, Pike & Associates - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

Eric Bilitz - Ameriprise Financial Services, LLC

3925 River Crossing Pkwy
Ste 140

Indianapolis, IN 46240
317-218-2639

Eric Olimb - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

David B. Graham, Jr. - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9115

Brian Kowalevsky - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8741

Andrew Tiplick - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

Andrew Thacker - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

Albert D Rahman - Ameriprise Financial Services, LLC

484 W Main St

Greenwood, IN 46142
317-888-8220

Brandon Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

Pete Lougheed - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7340

Jocko Olexa - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7359

Allstate Personal Financial Representative: Rodney Smith

8938 Lima Rd
Ste R

Fort Wayne, IN 46818
260-489-3977

Lou Fenoglio - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8406

Sandy Wilcox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8720

Tom Lozanoski - Ameriprise Financial Services, LLC

300 E 90th Dr

Merrillville, IN 46410
219-736-8677

Danielle Guerra - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1842

PVA Wealth Advisors - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
888-818-9365

Reimbold & Anderson - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

Morgan Stanley Financial Advisors

401 Wabash Avenue

Terre Haute, IN 47807
812-232-1144

Bryan H Stapleton - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8403

Allstate Personal Financial Representative: J. Brett Butler

5010 Davis Lant Dr
Ste 3

Evansville, IN 47715
812-402-3300

Daniel Arnold - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

Ryan Perkins - Ameriprise Financial Services, LLC

1102 Chestnut Hills Pkwy
Ste 102

Fort Wayne, IN 46814
260-271-1050

Chip Tiemann - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6113

Maria Goyena

866-929-8889

Edward W Ochoa - Ameriprise Financial Services, LLC

484 W Main St

Greenwood, IN 46142
317-884-8938

Rachel Orlando - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3817

Joseph Miller - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-969-6962

Luke M. Judson - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-587-8100

Anastacia Young, CFP ?, CEPA ? - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1873

Len Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

Impact Financial Group - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

Headley/Christopher Private Wealth Management - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1847

Mitchell Semans - Ameriprise Financial Services, LLC

12 W Davis St

Hamlet, IN 46532
574-867-1166

Seth S Yudes - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7403

Tim J Meister - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

Lawrence Turow - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

Patricia M Austgen - Ameriprise Financial Services, LLC

833 W Lincoln Hwy
Ste 118W

Schererville, IN 46375
219-865-2277

Allstate Personal Financial Representative: Anthony Hensler

221 Walnut St

Lawrenceburg, IN 47025
513-225-7875

Daniel Hintz - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1814

Joe Mercer - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8749

Kevin Klingerman - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1805

David W Roth - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0801

Lebbeus Woods - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7424

Jason Rasp - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1808

The Stapleton Fox Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

ST.CHARLES/CAHILL Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7357

Brian Austin - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

Indy Dynamic Group - Morgan Stanley

800 E. 96th Street
Suite 400

Indianapolis, IN 46240
317-818-7436

James P Roederer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7390

Robert W Best - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8746

Armando J Espinoza - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7382

Ted Byrer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7347

Michael K Jones - Ameriprise Financial Services, LLC

4440 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-243-8096

MaryBeth Walker - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1850

Brian J. Elliott - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8754

Richard Callaway - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7360

Michael Mullen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7321

Kaus Christopher - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1841

Kenneth W Lee - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6106

Thomas Foster - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7342

The Stanley Group - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6102

Caleb Quick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8417

Marc A Pellissier - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7379

William R Stamper - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7327

Ron Hopkins - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7394

Lisa Brown - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

The Hart Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1855

Raymond Byers - UBS Financial Services Inc.

4330 Edison Lakes Parkway
Suite B

Mishawaka, IN 46545
574-247-2810

Peter Gundy - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

Chantay Moore

2120 Sherwood Lake Drive
Apt 10

Schererville, IN 46375
630-519-3886

Summit Consultants, Inc.

7912 Carnegie Boulevard

Fort Wayne, IN 46804
260-432-8480

Allstate Personal Financial Representative: Craig Engel

1064 W 84th Dr

Merrillville, IN 46410
703-362-3985

Brian Deckard - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7329

Brian Guy - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9107

George Kempf - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1865

Allstate Personal Financial Representative: John Bontrager

395 S State Road 135

Greenwood, IN 46142
317-888-3200

First Command Financial Advisor - Kal Owen

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

David J Gruesser - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7395

Greg Barcus - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7312

Mary Townsend - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1838

The Klausner Duffy DiSalvo Investment Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7300

Daniel Latimer - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

Darin Etchison - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3816

Mark Linden - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7364

Indianapolis, IN Branch Office - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-0800

Lauren Doodeman - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Aimee Davis - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3090

Marc Klein - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Muir Hodges Doodeman Wealth Advisors - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Joseph R Kelley - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8753

The Reddington Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1816

Jennifer Sterrett - Ameriprise Financial Services, LLC

136 N 3rd St

Lafayette, IN 47901
765-742-8770

Jay D Jacobs - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

David Kotecki - Ameriprise Financial Services, LLC

515 Park Place Cir
Ste 300

Mishawaka, IN 46545
574-243-2673

Dennis Zimmerman - Ameriprise Financial Services, LLC

1102 Chestnut Hills Pkwy
Ste 102

Fort Wayne, IN 46814
260-271-1050

Douglas Gehrke - Ameriprise Financial Services, LLC

401 E Jefferson St
Ste 100

Plymouth, IN 46563
574-936-2571

Kevin Dolen - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Paul Johnson - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1800

Allen Wealth Management Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1840

Latimer and Kimmell Wealth Management Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

Allstate Personal Financial Representative: Mark Schwitz

3310 Hickory Rd
Ste B2

Mishawaka, IN 46545
574-255-4200

Allstate Personal Financial Representative: Erick Keirn

5721 Covington Rd

Fort Wayne, IN 46804
260-564-0117

First Command Financial Advisor - Ernesto Hernandez

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

Laszlo Rigsby Advisory

200 East 80th Place
Suite 200

Merrillville, IN 46410
219-961-2526

Jason Murdock - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3815

William Shinn - UBS Financial Services Inc.

200 East Main Street
Suite 900

Ft. Wayne, IN 46802
260-421-3110

Waggoner Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3138

Vuoch Tan Minnich - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

Kris Highfield - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

Allstate Personal Financial Representative: Roy Lederman

718 Adams St
Ste B

Carmel, IN 46032
317-844-4683

Allstate Personal Financial Representative: Richard Pollert

1427 Washington St
Ste A

Columbus, IN 47201
812-378-0120

Noel H Sawada - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1116

Rudy Saldivar - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

Market Street Wealth Management Advisors, LLC

120 South Green Street

Crawfordsville, IN 47933
317-860-1085

Philip Christner - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

Paul Ackermann - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

Fifth Third Preferred - Mark DeHaan

310 East Joliet Street

Crown Point, IN 46307
219-310-2702

Christine McBroom - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7366

Matt Carson - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
425-453-7225

Liam N Smith - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8714

Jon Weed - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7432

Fifth Third Preferred - Jackie Martin

5925 Illinois Road

Fort Wayne, IN 46804
260-497-9283

Elizabeth A. Bassett - Morgan Stanley Private Wealth Advisor

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7409

Wendy Stocker - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7324

Joseph T Matis - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8744

Andrew Hancock - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7314

Nadine Brookins-White - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7404

Fifth Third Private Bank - Gregory Sheldon

251 North Illinois Street

Indianapolis, IN 46204
317-383-2795

Fifth Third Preferred - Jason Jones

106 North State Route 135

Greenwood, IN 46142
317-887-5140

Fifth Third Preferred - Kevin Smith

8120 Oaklandon Road

Indianapolis, IN 46236
317-913-5989

Fifth Third Preferred - Matthew Pierson

1506 West Broadway

Princeton, IN 47670
812-385-1320

Kirk J. Crossen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7336

Troy T Charters - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1809

Justin Mollenkopf, Washington National Agent

765-602-3674

Fifth Third Securities - Matthew Russell

200 South Washington Street

Bloomington, IN 47408
812-323-3634

Fifth Third Preferred - Tricia Easley

4550 First Avenue

Evansville, IN 47710
812-429-0636

George C Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6102

Thos. J Meltzer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7393

Fifth Third Preferred - Hilda Yataco

10595 East US Highway 36

Avon, IN 46123
317-271-2482

Franco Piarulli - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
973-425-3882

Walter Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6108

Fifth Third Preferred - Nathan Smith

808 Vale Park Road

Valparaiso, IN 46383
219-707-8822

Ben Donathen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7438

Michael E. Warren - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7317

Fifth Third Securities - Benjamin McConnell

5627 South U.S. Highway 41

Terre Haute, IN 47802
812-299-0254

Kevin R Chapman - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7407

Fifth Third Securities - Adam Dellay

3251 North Green River Road

Evansville, IN 47715
812-774-4161

Cullen Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6121

Joseph M Matis - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0820

Benjamin J Cahill - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7357

Mike R. Hubbard Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7426

Fifth Third Securities - James Willard

13681 East 116th Street

Fishers, IN 46037
317-570-1317

Richard Sulewski - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7406

Slone Eckert Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7300

Brad Hulse - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7398

William B Kelley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6112

Fifth Third Private Bank - Donna Sholtis

20 Northwest Third Street

Evansville, IN 47708
812-456-3301

Fifth Third Private Bank - Daniel Quinn

20 Northwest Third Street

Evansville, IN 47708
812-456-3209

Fifth Third Preferred - Erin Fidler

3251 North Green River Road

Evansville, IN 47715
812-469-5350

Fifth Third Securities - Jeffrey Moore

10595 East US Highway 36

Avon, IN 46123
317-599-4007

James Allen - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8759

Fifth Third Preferred - David Strickland

205 East Carmel Drive

Carmel, IN 46032
317-846-1518

John M Duffy - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7378

Paul E. Daniels - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7350

David Craig - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7368

Alan R Naas, Washington National Agent

1122 E 161st St

Westfield, IN 46074
317-694-6320

Fifth Third Securities - Joseph Williams

801 West Smith Valley Road

Greenwood, IN 46142
317-215-6558

Peter C. Barker - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7316

Jody Reinoehl - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1807

Fifth Third Preferred - Sean Darr

2320 West Illinois Street

Evansville, IN 47712
812-774-9902

Fifth Third Preferred - Rebekah Thomas

5902 West US 52

New Palestine, IN 46163
317-861-7504

Jonathan K Spafford - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0824

Terry Philip Cole Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7351

Wayne Ward - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7431

Fifth Third Preferred - Adam Stevens

8422 Bell Oaks Drive

Newburgh, IN 47630
812-858-5753

Kyle Forcade - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-587-8112

Jill Grossman - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7349

John Perry - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7421

Michael E Fleming - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7337

Lowell K. Tullis, Washington National Agent

10596 Cyntheanne

Fortville, IN 46040
317-796-2816

Terry L Hogan - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1804

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?