Investment Services Fishers IN

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Fishers. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

James B. Moss (RFC®), CEP
(317) 841-0370
7828 East 88th Street
Indianapolis, IN
Company
Money Concepts
Qualifications
Years of Experience: 55
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Collectable Coins , Precious Metals, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Curtis H. Robertson (RFC®), CLU
(317) 843-5577
111 Congressional Blvd., Suite 114
Carmel, IN
Company
Integrated Investment Strategies, Inc.
Qualifications
Education: BS in Business from Indiana University
Years of Experience: 43
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Collectable Coins , Precious Metals, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, BuySell

Data Provided by:
C. David Welsheimer (RFC®), CHFC, CLU, LUTCF
(765) 644-2781
P. O. Box 2363
Anderson, IN
Company
Buckeye Planning Concepts, Inc.
Qualifications
Education: BS - The Ohio State University
Years of Experience: 40
Membership
IARFC, MDRT, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance

Data Provided by:
Mr. Mark A. Cade (RFC®), CFP, RHU
(317) 215-2473
7320 US 31 South
Indianapolis, IN
Company
Cade Group, Inc./The Financial Junction
Qualifications
Education: BS from Ball State University
Years of Experience: 30
Membership
IARFC, FPA, NAIFA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mark S. Dahlenburg (RFC®), CHFC, CLU, LUTCF
(765) 447-1302
3721 Rome Drive Suite B
Lafayette, IN
Company
Financial Planning Consultants, Inc.
Qualifications
Years of Experience: 27
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Business Coach, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Brian P. Austin (RFC®), CFP
(317) 818-9365
3850 Priority Way South Dr Ste 118
Indianapolis, IN
Company
Poteet, Virt, Austin & Associates
Qualifications
Years of Experience: 11
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Prot

Data Provided by:
Joseph A. Clark (RFC®), CFP
(765) 640-1524
429 E. 14th
Anderson, IN
Company
Financial Enhancement Group LLC
Qualifications
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 755-5005
280 East 96 Street Suite 300
Indianapolis, IN
 
C. David Welsheimer (RFC®), CHFC, CLU, LUTCF
(765) 644-2781
P. O. Box 2363
Anderson, IN
Company
Buckeye Planning Concepts, Inc.
Qualifications
Education: BS - The Ohio State University
Years of Experience: 40
Membership
IARFC, MDRT, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance

Data Provided by:
Mr. Brian P. Austin (RFC®), CFP
(317) 818-9365
3850 Priority Way South Dr Ste 118
Indianapolis, IN
Company
Poteet, Virt, Austin & Associates
Qualifications
Years of Experience: 11
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Prot

Data Provided by:
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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