Our Mission is to ensure our clients spend LESS time worrying about their money, and MORE time enjoying their lives. An Independent and Fiduciary team committed to providing clear, straight forward solutions. We custom-tailor each RetireSHIELD plan to reduce risk, minimize taxes, and maximize returns - for the retirement you deserve.
Casey A. Marx
Rosemary Woolsey —
Casey & his staff are very personable, knowledgeable & a delight to work with! The process was initiated with ease & understanding
Meeting the essential personal and practice financial planning needs of optometrists and practice owners around the country. A firm dedicated to providing sound, fundamental financial advice designed to satisfy your unique goals. Wealth management requires a multi-tiered strategy. By understanding every facet of your financial goals, we develop a plan
Schedule a Discovery call. This is a chance for us to get to know each other better. We will find out what you're looking for and establish if there is a fit to work together. This is where we will implement mutually agreed upon strategies that are in your best interest. We will adjust the plan as necessary, and periodically meet to keep your plan up
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Retirement planning in Carmel, IN