Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Office Locations
Bloomington Office (812) 333-0874 
121 E 6th St., Suite 2
Bloomington, IN 47408

Michigan Office (advisory business only) (269) 459-2547 
251 N. Rose St., Suite 200
Kalamazoo, MI 49007

Indianapolis Office (by appointment only) (317) 452-8480 
3815 River Crossing Parkway
Indianapolis, IN 46240

Lafayette Office (by appointment only) (765) 588-1745 
300 Main St., Suite 212
Lafayette, IN 47901

Columbus Office (by appointment only) (812) 333-0874 
500 Franklin St.
Columbus, IN 47201
, IN
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Check the background of this financial professional on FINRA's BrokerCheck