Our Services

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Hoosier Advisor & Associates LLC offers INDEPENDENT financial management and advice in the following key areas:

  • Investment Planning
  • Retirement Planning
  • 401k Planning
  • Medicare Insurance Planning
  • Long Term Care Planning 
  • Risk management
  • College funding
  • Estate conservation

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live confidently in retirement?
  • Am I saving enough?
  • What are my college savings options?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have an appropriate amount of life insurance?