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.

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

Are You Paying too Much?

This free, downloadable guide will examine if you're paying too much in taxes in retirement:

  • Individual tax brackets, including adding, removing or expanding brackets
  • Deductions for medical expenses
  • Changes to Social Security and Medicare
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Instant Download

Will a Recession Rob Your Retirement?

This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:

  • How to decide how much of your savings should be invested in the market
  • A simple calculation to help determine whether you've saved enough to retire
  • Alternative methods to create income without relying on a volatile stock market

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.

Get to Know Our Team

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