We provide fee-only financial planning services and investment advice. Our financial planners avoid potential conflicts of interest by working solely for you. Our success is attributed to the philosophy that we will always place our client’s best interests ahead of our own.
AMS is a financial planning and Registered Investment Adviser headquartered in Indianapolis, IN. We provide fee-only financial planning services and investment advice. Our financial planners avoid potential conflicts of interest by working solely for you. Our success is attributed to the philosophy that we will always place our client’s best interests ahead of our own.
We work with people of all ages from all walks of life and all across the country. You receive personal attention. Whether you are building assets for the future–or seeking to protect, enjoy, and pass on those you already have– AMS is ready to help with sound, objective, professional advice.
Your financial needs may include:
- Creating and preserving personal wealth
- Establishing charitable legacies
- Increasing your peace of mind
- Maximizing wealth transfer
- Minimizing the risk of financial catastrophe
- Protection against inflation
- Providing for a child’s or grandchild’s education
- Reducing tax burdens
- Securing retirement income
- Assuring that you are taking the least amount of risk for the returns you seek
Our services to help you reach your goals include:
- A second opinion on current financial planning and investment strategies
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies
- Asset protection concerns