We understand how important is it to have a team that’s on your side to make those decisions easier.
From the moment we sit down with you, we work to gain a thorough understanding of your financial position and your goals for the future, so we can design a personalized plan to get you there. Whether you’re saving for retirement or college, looking to expand the ways you protect your family and your home or planning for a major purchase, our local, experienced team has the tools and knowledge to grow your portfolio and help you pursue your goals.
Maybe you’re saving for a home or a dream vacation. Maybe you’re thinking about how to build wealth for the next generation. Goals change over time, so we design your plan to be flexible.
We work to understand your needs, your financial position and the unique factors that will determine the best strategy for you.
Each situation is different, so your advisor will design a plan that is unique to you. We will work with you to make adjustments over time so that your plan always reflects where you are and where you want to be.
Through careful planning and attention, we help you work toward your milestones, grow your portfolio and set new goals.
Our team is always on your side, and we are dedicated to developing strategies that grow your portfolio. How aggressive or conservative that strategy is depends on what you want to achieve.
To give you access to the best products and services available, we partner with LPL Financial, the largest independent broker/dealer in the U.S. LPL supports more than 14,000 financial advisors and manages nearly $500 billion in brokerage assets across the country.
As you live longer, protecting yourself and your family from the financial burden of long-term medical care becomes an increasingly important part of your financial plan. Whether you’re planning well ahead for the the future or just beginning to realize the impact of long-term medical care, we have you covered. Our team of advisors specializes in guiding you toward the life and long-term care insurance suitable for you.
Whether you’re just starting a career or a family, it’s never too early to begin setting aside for tomorrow. Our team is here to help you map out a plan that lets you live your life today, while preparing for a comfortable future ahead.
Anymore, the cost of higher education has made college as significant an investment as a home or other major purchase – and as important to plan for. Our financial planners will help you understand the process of saving for your children or grandchildren’s future and help you develop a plan to do so.
We offer 529 College Savings Plans through our relationship with LPL Financial.
Elements Wealth Management / 225 South East Street, Suite 156; Indianapolis, IN 46202 / (888) 425-0374 Toll-Free
Not NCUA Insured No Credit Union Guarantee May Lose ValueElements Financial Federal Credit Union and Elements Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, IA, KS, KY, LA, MD, MA, MS, MO, MT, NE, NJ, NY, NC, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI.