Privacy Policy

Privacy Policy — Tracking Technologies Google Analytics We use Google Analytics, a web analytics service provided by Google LLC, to collect information about how visitors interact with our website. This may include data such as pages visited, time spent on the site,...

January 2026 Newsletter

Have you read our January Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...

How to Pay Your Taxes for an Extension

Below you will find instructions on how to make your Federal and Indiana State Extension payments online. These instructions do not require an account to be set up. Please note that Extension payments are the taxes you pay when you have extended the time to file your...

Investment Forms

These forms are intended to be used by our investment clients or those seeking an investment consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Investment...

Business Services Forms and Resources

These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing 1099 Request Form Starting a New Business Checklist...

Our office is closed on these days…

Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2026 January 1/1 1/2 1/19 April 4/17 – 4/20 May 5/25 June 6/19 6/26 – 6/30 July 7/1 – 7/5...

Blog Content Library – 2025

Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog.   Financial Planning, Investments, & Personal Finance • Exciting...