Founded 2014 • Angie's List since June 2015
I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.
We'll get you out of debt and have your business turning a profit within 5 years. We also offer merchant services, credit card processing, office space, and many other free resources to help small businesses succeed in Indiana.
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