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Mike Graber<\/strong><\/p>\nMike\u2019s financial services career entered its 5th decade in 2020. During the early years of his career Mike worked for one of the largest, most respected firms in the US.\u00a0 After holding positions in Indiana, Illinois, Chicago, Mike moved his family back to Southwestern Indiana where he could raise them in the community that helped instill the richness of traditional values to his family.<\/p>\n
Those values are sometimes hard to find in today\u2019s world.\u00a0 Hard Work, Honesty, Integrity, and treating everyone with dignity and respect regardless of their position in life are some of the characteristics you will find when working with Mike.<\/p>\n
Our experience has shown us that retirees have done very little to protect their assets from taxes.\u00a0 One question we ask is this, \u201cHow much will you pay in tax on your retirement income?\u201d<\/p>\n
Without Tax consideration, it\u2019s impossible to know how long a retiree\u2019s income will last.\u00a0 So, we start at the beginning with a discussion about the impact Taxes have on retirement income.<\/p>\n
If you watch what is happening in Washington D.C. with record breaking deficits, ever expanding social programs, run-a-way budgets, the enormous Federal Debt that is piled up, we feel it\u2019s very likely all of us will be facing much higher federal income taxes in the future. So, what can we do to minimize the impact on retirement income?\u00a0 Let\u2019s work together and find a solution.<\/p>\n
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Strategic Partners<\/h3>\n
To ensure our clients receive the most up to date and thorough planning, we have assembled a team of Strategic Partners whose talents come together to provide for our clients with cutting edge solutions.\u00a0 Our Team includes Certified Public Accountants, Certified Financial Planners, Analysts, Product Specialists, experts on Social Security and even Attorneys as needed.<\/p>\n
Our Team approach provides a distinguishing and unique strength for us versus the competition.\u00a0 Often our clients tell us they hear one thing from their financial advisor, one thing from their CPA and something entirely different form the Attorney.\u00a0 That is because each is presenting their position from an isolated point of view.\u00a0 By using our team approach, we are able to provide a coordinated, consistent recommendation that leads to confidence and long-term success.<\/p>\n
We believe working through the planning process together is one of the keys to retirement success.\u00a0 Our process will lead to an investment structure that is best positioned to minimize the risk to your hard-earned assets and maximize your income.<\/p>\n
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Why we do it this way\u2026 Mike Graber Mike\u2019s financial services career entered its 5th decade in 2020. During the early years of his career Mike worked for one of the largest, most respected firms in the US.\u00a0 After holding positions in Indiana, Illinois, Chicago, Mike moved his family back to Southwestern Indiana where he […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\n