I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future. Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER&trade; Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP&reg;, and CERTIFIED FINANCIAL PLANNER&trade;, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts 
to ensure that you understand how any event or opportunity you encounter impacts the big picture. No 
matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest 
technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize 
your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to 
helping you understand that there is more to managing wealth than just managing investments. The 
comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our 
website.

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you - what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.

Circle Financial Planning helps bring life to our client's dreams. We do this by providing wealth management, retirement plan rollover solutions and comprehensive financial planning. We work with the professionals, teachers, tradesmen and business owners who keep our economy moving. Founded in 1984, the Circle team is guided by a core set of values that define how we do business: Client-First, Wow Service, Team Oriented, Integrity and Opportunity. Our team has over 75 years of combined experience and hold professional designations such as the CFP&reg; and Accredited Portfolio Management Advisor. Circle has been profiled in Kiplinger, Forbes and Indianapolis Monthly.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology. It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

Most who come through the WiserAdvisor program are looking for answers to specific questions, we can help with that. 
 
Typically, those questions point to a larger issue: most people are looking for a trusted individual to have as a resource as they walk through different seasons of their financial lives. We partner with our clients and walk with them, as a guide, on their financial journey.
 
Are you looking for answers on debt optimization or efficient investment allocations? 
 
Are you asking the question, - When can I afford to stop working full time, and still maintain my current standard of living for the rest of our lives?
 
Are you looking to go beyond the -normal- financial questions and start aligning your life, wealth, and finances around the items that provide you with lasting joy and fulfillment? If you're looking for answers to questions like these, let's connect. We'd love to learn more about you and what you're seeking to accomplish.

CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first. CFS Inc.
3945 Parnell Ave, Fort Wayne, IN 46805
Phone: (260) 484-4246 Jeb Bartley, Registered Representative of GWN Securities, Inc and
securities offered through GWN Securities Inc., Member FINRA/SIPC
11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Find the best financial advisor in Indiana. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right financial advisor to meet your retirement needs in Indiana

How To Find the Best Financial Advisors and Planners in Indiana

Qualifications of Financial Advisors in Indiana

List of Qualified Financial Advisors in Indiana

CFD Investments, Inc

Beachy Wealth Management

Catalyze Wealth Management

Kotys Wealth Professionals

Circle Financial Planning

Allworth Financial