Managing Investments

I am dedicated to developing strategies that work towards your personal goals. How aggressive or conservative that strategy is depends on your goals. I will work with you to understand your short- and long-term goals, and then tailor a plan most suitable for you.

I Can Help You With:

INVESTMENT PRODUCTS

• Stocks
• Bonds
• Mutual Funds
• Exchange Traded Funds
• Money Market Funds
• Annuities
• Certificates of Deposit
• Market-linked CDs

TYPES OF ACCOUNTS

• 401k Transition Assistance
• IRAs
• Roth IRAs
• Individual/Joint Accounts
• Tax Advantaged Accounts
• Trust and Custodial Accounts

How We Charge

The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee - based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.

Guided Wealth Portfolios

Elements Wealth Management’s new managed platform, Guided Wealth Portfolios,¹ gives you personalized access to objective investment advice through an online platform with 24-7 access to your accounts.

Many digital investing tools, or robo advisors, offer online investment management. However, this platform also gives you access to an LPL Financial Advisor dedicated to your financial goals while investing in a portfolio of low-cost exchange-traded funds (ETFs).

Guided Wealth Portfolios are available to investors age 62 and younger with more than 7 years to retirement, and with at least $5,000 to invest. This strategy may be suitable for younger investors who find value in the easily accessed online system.

If you have any questions about what investment strategy might be suitable for you, please give me a call at 1-317-524-5033.

Retirement Planning

Preparing for retirement is at the heart of your financial plan, and there are many products available to help you do so. I will help you navigate the differences among investment plans and then we will design an investment strategy that works for where you are today and for where you want to be tomorrow.

Your tailor-made retirement plan may include:

• 401k
• Traditional IRA & Roth IRAs

Saving for College

Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future. Even if you’re just starting a family, it’s never too early to begin setting aside for tomorrow. I’m here to help you map out a  plan that lets you live your life today, while preparing for the future ahead.

Your college savings plan may include:

• 529 College Savings plans
• Educational IRAs

Aim to Protect Your Assets

Protecting your assets and income during retirement years is one the most important planning goals for many retirees and seniors. Long-term health care expenses could represent a threat to your wealth during your retirement years. Various tools exist to protect your personal assets or your business against market losses, liability losses, and long-term expenses. I will help guide you toward the insurance and estate planning products that best fit your situation.

I can assist with the following asset preservation strategies:

• Life insurance
• Long-term care insurance
• Trust services¹
• Estate planning strategies