At The Monument Circle Group, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.
Seeing the Big Picture
We recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.
Saving enough in order to live comfortably in your retirement should be one of the most important goals of every individual. With rising costs and health care expenses that are unpredictable, it has become quite difficult to determine how much money you will need to live the lifestyle to which you have become accustomed. Clearly and unfortunately, social security alone cannot adequately meet all of your retirement income needs. Let us help you to develop a retirement strategy and a saving plan that will provide you with the peace of mind that you deserve. If you have already put a plan in place, we will be happy to review it and make the necessary adjustments to ensure that your current investments and allocation keep you on track to meet your financial needs during your retirement.
Every parent realizes the need to save money in order to cover the expenses of a college education for a child, but not every parent understands the options available to them to fund such an important event in their child’s life. Poor planning can force you to cut back on everyday living expenses, liquidate retirement plans, borrow from insurance policies, mortgage homes, and even seek additional employment to fund college costs. There are better options available. Let us help you explore your opportunities and develop a plan to meet this very important goal.
More than filling out 1040 forms, our proactive tax planning finds more tax deductible items, creates tax-advantaged situations and teaches you how to reduce taxes for greater savings in future years.