Taxes

• Tax Planning
• Tax Services
• Income Tax

Investment

• Investment Management
  Call or email us to set up an initial consultation. During the initial consultation we will conduct our standard discovery process. The initial meeting provides an opportunity to ask questions and explore how financial planning and investment management will help your particular situation. Once we have gathered the necessary information we will be able to provide you with recommendations for next steps as well as a written quote.
• Mutual Funds
  Did you know that many firms charge commissions that vary depending on what you invest in. In many cases they also receive benefits from insurance or mutual fund companies. Hoosier Financial provides commission free financial guidance in a fiduciary capacity. You can be confident that our advice is free of conflict of interest and puts you and your needs first.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Many firms now claim to offer independent and unbiased investment advice. Do not be misled. Providing unbiased advice is extremely difficult if the advisor accepts commissions or incentives dependant on the particular financial instrument recommended. In fact, according to a Mystery Shopper survey released by the Consumer Federation of America and the National Association of Personal Financial Advisors, three-fifths of financial planners who claim to offer fee-only financial planning services actually earn commissions or other financial rewards for implementing their recommendations for clients.
• Long Term Care
  Your end of life health care is important to all generations of your family. Don't trust your decisions to a commissioned salesperson. Make sure your advice comes from someone who has your best interests in mind. Hoosier Financial is well versed in Long Term Care options as well as the uniquely beneficial I ndiana Partnership program. The decisions you make today dictate tomorrow. Call us today and make plans for your future.
• Asset Management
  There is enormous pressure to make prudent decisions when it comes to charitable gifts and management. The last thing an organization needs to do is pay commissions. Especially when managing the charitable goals of others. Hoosier Financial will provide consultative services as well as asset management based on the organizations goals and financial personality. You can be confident that any financial guidance you receive will be in the best interest of both doners and the organization. Choose an organization that has your best interest in mind!
• College Funding
  We provide all of the services you are used to and more. We have the right level of service for you whether you need comprehensive planning or just a couple of hours to discuss specific needs such as budgeting or college planning. Further, we have no account minimum so you can have access to quality advice no matter your account size. Stop making decisions based on what is in right now. Make decisions based on what is right for YOU. We can help!