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Indianapolis term quote

Douglas R. Sweet, CFP/CLU email me

Call me: 317-570-4400

9752 Lantern Road

Fishers, Indiana , 46037

Visit my website

Our firm provides holistic and comprehensive financial planning and wealth management services to corporate executives, professionals, business owners and other affluent clients.The firm and its partners are registered with the State of Indiana.The partners are Certified Financial Planners and members of Financial Planning Associations, the Indianapolis Estate Planning Council, and other professional organizations.

Our mission is to help you - through analysis, education and guidance - to increase the likelihood that you will achieve your defined financial goals and objectives.Our purpose is to help build, manage, and preserve your wealth.

Our clients share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tommorrow.Our clients usually have no desire to manage their affairs on a daily basis, but want to simplify their lives, and are willing to enter into a long term relationship that is mutually beneficial.They are highly motivated to work with a professional advisor, not a sales representative.

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