By Marc C. Shaffer

In 2013, I received an invite from a friend to attend my first Wabash CannonBall. Little did I know what a fun event I was in store for, and how it would become something I looked forward to every year!

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By Marc C. Shaffer

I’ve heard figures ranging from the $20ks to $100k. I’ve had friends who likened their experience to the cost of buying a used car, and others who are closer to the cost of buying a house. These are the figures that it’s costing people with infertility to try and have a baby and everyone’s circumstance is unique, so you may find yourself anywhere along this financial spectrum.

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By John Fales

When dementia impacts someone you love, their safety becomes a high priority. Making sure the home they live in doesn’t add to their confusion or cause additional harm is an important consideration.

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Did you know that Americans donated an estimated $449.64 billion to charities and other nonprofits in 2019? According to the findings from Giving USA, this was one of the greatest years ever recorded in terms of charitable donations (since its first report was published over 60 years ago).

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By Jessica Searcy Kmetty

In the nick of time?

One week after adding a cybercrimes addendum onto our homeowner’s policy, we were notified by my husband’s employer that someone tried to file for unemployment benefits using his name and Social Security number.

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Subcategories

Financial Planning

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Investments

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Physicians and Medical Professionals

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges.

Planning for the Family

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

Retirement Planning

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

Retirement Plans

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business.