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3837 Charlestown Road
New Albany, IN 47150

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Tony Bennett

(812) 748-9005

 

Team

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Many people have similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.