We can help you transition from your working life to your retirement life with comprehensive retirement plans made just for you. It's true; these are extraordinary times. As we all try to navigate and adapt to the challenges and changes that the state Stay-At-Home Order has brought about to Hoosiers, bear in mind that nothing has changed for us professionally here at Smith and Stuczynski Wealth Advisors.
While our team works both remotely and on-site, we continue to work diligently to manage, help grow and achieve our clients' financial goals. If you or someone you know wants to talk about their financial plans, call us today at 317-284-9600. Let us help you through these unprecedented times. Nestled in the Circle City, our firm offers a small town feeling but with the expertise you would expect at a much larger firm.
While our team works both remotely and on-site, we continue to work diligently to manage, help grow and achieve our clients' financial goals. If you or someone you know wants to talk about their financial plans, call us today at 317-284-9600. Let us help you through these unprecedented times. Nestled in the Circle City, our firm offers a small town feeling but with the expertise you would expect at a much larger firm.
Services
The team at Smith & Stuczynski Wealth Advisors has worked with businesses and individuals in the Indianapolis area for several years. As a full-service financial firm, we offer a wide range of products and services designed to help you plant, grow, and achieve your goals. The natural ebb and flow of life can often create times of great stress and emotion.
Born and raised on the south side of Indianapolis, A.L. attended Indiana State University after graduating from Perry Meridian High School. He received his CPA designation in 1986 and began financial planning services in 1987. A.L. worked under his father's tutelage for 7 years until his retirement in 1990.
Sean's career began in September of 1999. After graduating from Indiana University with a B.S. degree, he accepted a Financial Advisor position with Paine Webber, which is now UBS. He earned his Series 7, 63 and State Insurance licenses and began working with many individual and business clients to help them achieve their investment goals.
Born and raised on the southside of Indianapolis, Alison (AKA Ali) attended Perry Meridian High School. She went on to play soccer collegiately at IUPUI but after an unfortunate injury, hung up her cleats and headed to Bloomington to finish up her degree at Indiana University. In 2012, she graduated with a B.S. in Sport Marketing and Management.
There are a variety of retirement planning options that can meet your needs. Your employer funds some; you fund some. In most cases, withdrawals are taxed as ordinary income. If you leave a job or retire, you might want to transfer the money you've invested in one or more employer-sponsored retirement plans to an individual retirement account (IRA).
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