Integrated Planning & Wealth Management

James Allen Insurance Brokers, located in Carmel, IN, specializes in farm and ranch insurance, offering a vast array of coverage options tailored to meet the unique needs of agricultural clients. With a deep understanding of the industry's challenges, their experienced team provides exceptional service and support while highlighting niche products, including the pioneering Avian flu policy. The company is dedicated to fostering strong partnerships with agents, ensuring they feel valued as important members of the team. They cover policies across 25 states, demonstrating their commitment to serving a broad range of agricultural markets. Generated from the website

At Oxford Financial Groups, Ltd., doing what's best for you is at the heart of what we do each day. Your success is our only objective.

Indie Asset Partners LLC, based in Indianapolis, IN, specializes in providing investment advisory services tailored for high-net-worth individuals, groups, and institutions. Their approach begins with a comprehensive understanding of clients' needs, goals, and risk tolerance, ensuring that asset management aligns with these characteristics. The firm emphasizes wealth preservation and steady income while also accommodating clients seeking greater returns. With a focus on reducing market volatility through diversification and proprietary research, Indie Asset Partners aims to achieve positive returns at risk levels comfortable for each client. Generated from the website