Find the best financial planners in Indiana who can help you create a portfolio of investments including stocks, life insurance, annuities and more. Hire financial planners in Indiana to secure your future, or get help managing an old portfolio that needs updating. Whether you're looking to start investing or needing help with long-term investments you already have, a financial planner or investment manager can help you get started.

If your business needs to find sound financial planning advice, seek the help of a good business-oriented advisor. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let corporate financial planners in Indiana help guide you through the financial investing process to help secure the future of your company and your employees.

1. Find Indiana financial planning firms that offer a full range of services for managing your finances and helping you and your employees set up retirement plans.

2. Look for financial planning in Indiana offering wealth management, account planning and other types of investments.

3. Use specialty Indiana financial planners for investment management, benefit planning and other more specific needs.

Action Steps
The best contacts and resources to help you get it done

Find Indiana financial planners that provide the widest range of services

Look for certified financial planners in Indiana who provide a wide range of options when it comes to investing. If you are starting from scratch, you'll be better off finding a planner who offers many options.

I recommend: Get sound financial advice from Dimond Financial Advisors in Indianapolis, which offers portfolio management, estate planning, wealth accumulation, risk management, retirement income and business succession. RDW Financial Group in Brownsburg, IN, can help you with retirement planning, income distribution planning, long term care evaluation and insurance and estate planning.

Locate an Indiana financial advisor who will help you and your employees set up viable plan

When you're investing in your future, you want to work with someone you know will be there for you whether it's in 5 years or 50 years. Find financial planners who are eager to keep you as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: Hire Krouse, Kern & Co., with a representative in Ft. Wayne, to help you with business planning services, estate planning, plan administration, wealth management and business entrepreneurial services. River Valley Financial Bank in Indianapolis provides trust accounts, CDs, IRAs and a wealth management team.

Work with Indiana financial planners who specialize in the customized investment packages

If you've already got a good handle on your investment portfolio and financial future and that of your company, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Beck Financial Strategies in Indianapolis will walk you through employee investments, employee benefit and investment planning. Bedel Financial Consulting, also in Indianapolis, offers financial planning and investment management for you, your business and your employees.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  If you're a small or medium sized business, you should find qualified financial advisors Indiana affiliations recognized through certification. Certified financial planner programs in Indiana help individuals find planners who specialize in assisting companies to grow financially; these programs should top your list when deciding who to contact. Look to companies with good track records with small businesses and choose a planner based on references and credentials.