Hoosier Financial Planning provides financial planning and investment management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other businesses. Financial planning covers investment, retirement, estate, charitable, education, tax, long-term care, and business planning. Investment management is offered through wrap accounts, managed according to the client's objectives and risk tolerance.
Assets Under Management$22M
Clients67
Advisors1
Avg. per Client$330K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Hoosier Financial Planning offers investment management through wrap accounts. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for these services.
Loading...