Financial Management

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Northeast Indiana CPA firm that concentrates in the financial management industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial management for small businesses and individuals. We pride ourselves on providing financial management designed around your individual needs

College planning Setting up profit sharing, 401(k) plan documents, SIMPLE and SEP's  Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), profit sharing, IRA, etc.) Employee benefit plans Health benefit plans Estate tax planning Trustee services Estate and trust administration Business insurance (property and E&O) Mortgages College savings Wealth managment

Call us today at 260-432-4565 or 260-824-1040 and ask for Ron or Carol to schedule an appointment.

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