Lafayette Wealth Management Group

Lafayette Wealth Management Group We also provide retirement plan strategies to businesses and corporations.

We provides investing services and strategies for building clients' assets for the long term and creating income and seeking to manage retirement dollars when retired.

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/03/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Preparation can sometimes be all you need to make the impossible, possible.
06/01/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
05/29/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/27/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
05/25/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
05/22/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Take an inside look into Simplified Employee Pension plans.
05/20/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
05/18/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

05/15/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
05/13/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Address

2920 Conservation Club Road
Lafayette, IN
47905

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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