Entries by Eric Baker

Retirement Can’t All Be for Nothing

I learned the hard way that retirement can’t all be for nothing by first helping my mother. Now, after nearly a decade of helping hundreds of families in the Indianapolis area step confidently into retirement, there are many mornings I reflect on just how I was able to put myself in a position to be […]

Casey Marx Receives 2020 Financial Advisor of the Year Award

Indiana’s own Casey Marx just received the 2020 Financial Advisor Of The Yea Year Award from Aegis Financial. We see him working with clients in the Indianapolis area every day and know exactly the difference he makes in their retirement planning through their 401k accounts, IRAs. annuities, life insurance, estate planning and more. We invite […]