Santefort Investment Group, LLC

Santefort Investment Group, LLC Providing sound advice regarding investment planning, social security, life insurance, retirement income planning, investment risk, and estate management.

Advisory services and insurance products and services are offered through Santefort Investment Group, LLC, a Registered Investment Advisor in the State of Indiana and all other jurisdictions in which it may legally conduct business.

We have moved!Our brand new office is located:2433 Ontario Street Suite ASchererville, IN 46375New telephone  #:219-227-...
01/21/2022

We have moved!
Our brand new office is located:
2433 Ontario Street Suite A
Schererville, IN 46375

New telephone #:
219-227-8548

We are now neighbors to Kamp&Boer CPAs and DeBoer Chiropractic!

Call or email today to schedule a complimentary review.

Is your retirement portfolio subject to “sequence of returns” danger?
04/20/2018

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Worried that inflation may rise in the years ahead? You’re not alone.
04/18/2018

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

D&O   can be a risk management tool for small businesses, non-profits and educational institutions.
04/16/2018

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Use your car for business? Make sure you're on the same page as your insurance carrier.
04/13/2018

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

There are ways to protect your business in the event of your death or the death of a partner.
04/11/2018

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

For a small business, the loss of a key person could cause financial hardship.
04/09/2018

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Concerned about the social impact of your investments?
04/06/2018

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

What’s the difference between a General Obligation bond and a Revenue bond?
03/30/2018

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Nobel-prize-winning investment research.
03/28/2018

Nobel-prize-winning investment research.

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Test your estate strategy knowledge with this short quiz.
03/26/2018

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Address

2433 Ontario Street Suite A
Schererville, IN
46375

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