Where Indiana Retires

We help those in or nearing retirement build financial strategies that help their hard-earned assets last as long as they do.

Learn How

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Florence Wealth Money Plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

HOW MUCH OF YOUR RETIREMENT SAVINGS
Can you afford to lose?

25
35
45
55
65
75

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK? OR NOT ENOUGH?
Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!

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Instant Download

Taxes in Today's Economic Environment

This downloadable guide walks you through the challenge you face is to avoid being forced to participate in high tax rates. "Tax Planning in Today's Economic Environment" can help you with some of the financial products available with strong income tax advantages that could be beneficial in a high-tax environment.

Get Your Instant Download

Download the ‘Will a Recession Rob Your Retirement?’ Guide

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Need more info?Join us for a Private Consultation

Reserve your private consultation to Review Your Risk Exposure, Analyze Your Income, Develop a Holistic Financial Plan.

Request a Meeting

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

Meet our Team