Welcome To
Strive Financial Group
Strive Financial Group is a comprehensive financial services firm providing trusted solutions to clients in the Indianapolis area. Whether you are already retired or are currently planning for your retirement, we have the expertise and resources to help you make your financial vision a reality.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Strive For Financial Success
Our Services
At Strive Financial Group, we understand that each individual’s financial journey is different, which is why our experienced team is dedicated to providing personalized guidance and expertise to help you achieve financial security and peace of mind. Explore our range of services designed to empower you to make informed decisions and navigate your financial future with confidence.
Retirement Income Planning
The biggest obstacle for many pre-retirees and retirees is figuring out how to fund retirement. If you’re like most, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.
Wealth Management
Estate & Legacy Planning
Help protect your assets and legacy for your loved ones while controlling the way in which your money is passed down. While estate planning can be complex, a well-informed plan can make a big difference. Our team can help you communicate your wishes clearly, avoid mistakes, minimize taxes, and adjust your plans as time goes by or your circumstances change. We know how personal these issues are for our clients and are empathetic in dealing with people and the dynamics of every situation.
Tax Planning
Long-Term Care Planning
Retirement Resources
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