Are you getting financial advice or a sales pitch?

Hoosier Financial  (Fee Only)
  • No commissions, special interests, or kickbacks.
  • Advisors paid for expertise and advice.
  • Financial solutions.
  • No sales goals etc. from "home office".
  • Fiduciary responsibility.
  • Full transparancy regarding fees and structure.
  • Fair cost approach that keeps money in your pocket.
  • Comprehensive financial planning.
Traditional Advisors  (Commission/Fee Based)
  • Varying commissions, kickbacks and special interests.
  • Advisors paid when you make a transaction.
  • Financial "products".
  • Sales goals and must hit numbers from "home office".
  • Suitability requirement only.
  • Little to no transparancy regarding fees and structure.
  • Expensive commissions or fees that chip away at your returns.
  • Limited scope usually focusing on investments only.


The only special interest we have is you!


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Make the future of financial guidance your future and call 812-935-7170 today!

Do you know how much investing and financial planning is costing you?

Cost is one of the only things you can control when it comes to your financial future.  Yet most consumers do not know how much they are paying for financial services.  Many believe critical parts of their future, like their retirement plan at work, are free.  So what are you waiting for.  Take control today!

Meet face to face without leaving your home!

We'll even help you get set up!
Distance can be a factor in any relationship.  As you may have already discovered commission free financial guidance isn't available in every locality.  While we believe an initial meeting should happen in person we also believe in taking advantage of new innovations that can make your life a little easier. With today's technology you can meet with us face to face without leaving the comfort of your own home.  Using Skype we can conduct almost any session over the internet.

No Commissions - No Conflict of Interest.

Did you know that many firms charge commissions that vary depending on what you invest in.  In many cases they also receive benefits from insurance or mutual fund companies.  Hoosier Financial provides commission free financial guidance in a fiduciary capacity.  You can be confident that our advice is free of conflict of interest and puts you and your needs first.

A fee-only financial advisor is in your neighborhood.

We serve Indiana residents.  Southern Indiana is our home.  For many Hoosiers fee-only service has not been available in most markets.  We think it's time for a change.  Currently we serve Bloomington, Ellettsville, Carmel, Columbus, Fishers, Indianapolis, Plainfield, Linton, Spencer, Bloomfield, Jasper, Bedford, Greenfield, Loogootee, Mooresville, and Avon just to name a few.  We are always looking for new relationships in new areas of Indiana and we are willing to travel to you.  So, if you are looking for a fee-only financial advisor give us a call!

The Transparency You Need.

We provide our disclosure documentation, called form ADV, before you open an account.  If you haven't received this from your current financial advisor do not be surprised.  It means that they are likely not held to a fiduciary standard and, as a result, are not required to provide such documentation.  We disclose all fees and costs up front so you know the cost of our services before you make any decisions.


The Right Plan and Services For You.

We provide all of the services you are used to and more.  We have the right level of service for you whether you need comprehensive planning or just a couple of hours to discuss specific needs such as budgeting or college planning.  Further, we have no account minimum so you can have access to quality advice no matter your account size.  Stop making decisions based on what is in right now.  Make decisions based on what is right for YOU.  We can help!

Help is just a phone call away.  Why not make an appointment for a no cost initial consultation.  
Call 812-935-7170 Today!


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