Planning

Have you planned for transition?  Whether it is funding your retirement or providing for education, life’s most important changes are typically accompanied with financial choice.  Apprehension comes from uncertainty.  Having a plan and a partner shines light on uncertainty.  A customized plan, as unique as your family and goals, provides the confidence to enjoy life’s transitions.

At Sycamore, we believe wealth strategy should focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning.  As a result, we provide the peace of mind that comes from knowing all aspects of your financial life are working together.

  • Retirement Income Planning
  • Health Care Planning
  • Risk Management & Insurance Planning
  • Tax Efficiency Planning
  • Executive Compensation Planning
  • Investment Planning
  • Business Succession Planning
  • Educational Funding
  • Charitable Giving
  • Estate and Distribution Planning

 

To ensure the continuation of serving our customers at the best of our ability, we have recently moved to a new 55,000+ sq. foot facility. Our new address is 255 South Post Road, Indianapolis, IN 46219.

CLICK HERE