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When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whethe...
10/15/2026

When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whether your retirement plan is delivering the value, features, and support your employees deserve while helping you meet important fiduciary responsibilities.

Swipe through for a few reasons why benchmarking matters.

Industry guidance often recommends reviewing your 401(k) plan every three to five years to help maintain compliance, competitiveness, and value for participants. Contact us to learn more about benchmarking your 401(k) plan and how a review could benefit your organization.

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your li...
10/13/2026

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your life now and in the future. That's where life insurance laddering can come in. Swipe to learn more.

If laddering sounds right for you, give us a call today to talk through your options. We're here to help.

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their ...
10/12/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/08/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supp...
10/06/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaning...
10/02/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

Fall has a way of sneaking up on us. Between the cooler temperatures and the shorter daylight hours, so many things are ...
10/01/2026

Fall has a way of sneaking up on us. Between the cooler temperatures and the shorter daylight hours, so many things are beginning to change this time of year. But one thing that will never change is that we are always here for you.

Whatever questions or needs come up this fall, we are right here. Give us a call anytime. We are always happy to help.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/25/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Questions around cost, administration, and company size continue to influence how some small businesses approach retirem...
09/24/2026

Questions around cost, administration, and company size continue to influence how some small businesses approach retirement plan offerings. At the same time, industry trends suggest that plan accessibility and flexibility have expanded in recent years. Swipe to learn more.

If you would like to discuss your current 401(k) offering, Safe Harbor plan options, or employee participation strategies, contact us. We are here to help.

Address

4022 E Southport Road
Indianapolis, IN
46237

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13177359202

Website

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