Our Services

Services We Provide

Transactional Planning

Designed for clients who want insurance or investment services and do not want to engage in ongoing financial planning at this time.

Services Offered:

Insurance Services
- Insurance needs analysis
- Insurance strategies
Investment Services
- Portfolio analysis
- Brokerage products
- Investment advisory services
Implementation Cost
- Insurance: Varies based on products
- Investment services: Varies based on product and account types

Advisory Financial Planning

Designed for clients who want an ongoing financial planning relationship that utilizes a holistic process.

Services Offered:

Core topics
- financial position review
  - Balance sheet
  - cash flow
- Protection review
- Basic estate review
- Liability Management
Goal-based topics
- Financial position planning
- Protection planning
- Retirement planning
- Education planning
- Estate planning
- Investment planning
- Tax planning

Risk Management/Insurance

Throughout the consultation and planning process, our team will evaluate your needs and make recommendations on the appropriate products and options to consider for your needs.

Whether looking at family, business, or a combination of all circumstances, we have the right mix of products to help get you where you want to go.

Investments

What is your investment strategy? Buying low and selling high may seem easy, but without understanding your risk tolerance, goals, timeline, and the principles of putting together a thorough investment portfolio, it can become overwhelming and prevent you from making educated and informed decisions.

Our team will educate you on the numerous choices available and make sure you have the information you need to build the right plan for you.

Phone: (317) 705-8120

900 East 96th Street

Suite 300

Indianapolis, IN 46240

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

900 East 96th Street, Suite 300, Indianapolis, IN 46240 (317)705-8149. The Crossroads Group is not a subsidiary of MML Investors Services or its affiliated companies.

CRN202408-588120