Take the Mystery Out of Your Financial Future

Advice you can depend on for financial security

Our financial professionals are on staff to assist you in securing your financial future through comprehensive, long-range financial planning. We are able to offer insurance products and investment solutions designed to build wealth, protect assets and limit your liabilities. Whether you're planning for college, retirement, or need guidance on estate planning, think of us as your trusted advisor to serve all your financial needs.

  • Retirement Planning & Income Distribution
  • Estate Planning
  • 401(k) Plans
  • IRA Planning/Roth Conversion
  • Annuities
  • Life, Disability, and Long Term Insurance
  • Charitable Giving Strategies
  • Education Funding

Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.

 

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Phone: 317.834.2276 • Fax: 317.834.2290
Email: mejinfo@mjamescpa.com