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Creative Planning Strategies, located in Indianapolis, IN, offers a holistic approach to financial planning, focusing on various aspects such as required minimum distributions, estate taxes, and retirement savings. Their team is dedicated to helping clients evaluate their entire financial picture to achieve their financial goals effectively. In addition to personalized financial planning services, Creative Planning Strategies provides a range of resources, including articles, newsletters, and calculators, to assist clients in making informed decisions about their financial futures. The firm emphasizes the importance of understanding complex financial topics and staying updated on changes that may impact clients' financial well-being. Generated from the website

Founded in 1996, The Wellington Group is a financial consulting firm that provides a variety of wealth building and security services for residential and commercial clients. It specializes in bonds, common stocks, brokerage accounts, government securities, treasury bills, variable and fixed annuities, and disability income, long-term care and life insurance. The company offers asset protection, tax management, estate planning, data evaluation and market analysis services. It additionally provides retirement, educational and charitable gift planning solutions. The Wellington Group is located in Indianapolis.

White Oak Advisors, located in Indianapolis, IN, specializes in providing independent, fee-only fiduciary financial planning services designed to help clients live their best financial lives. With over 30 years of combined experience, their team prioritizes transparency and client interests, ensuring that every strategy is tailored to individual financial goals. Embracing technology to facilitate seamless planning, White Oak Advisors serves clients across the country, regardless of location. Their approach emphasizes proactive financial management, allowing clients to focus on their passions while the advisors handle the complexities of financial planning. Generated from the website