Fee-Only / Fiduciary / Financial Advisor
If you see retirement as an impossibility for you due to bad credit and debt we say challenge accepted!
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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!
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Meet face to face without leaving your home!
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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.
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