We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.
Deb wants to understand what’s important to her clients. She uses an established process to build personalized strategies. Her team will then partner with clients throughout their lives to help them stay on track toward achieving their goals.
We believe it's possible to incorporate your faith and values with your decisions about money. Take a closer look at the difference it makes when your financial services company is rooted in something more than making a profit. Everence offers Financial Planning, Investment and Insurance services, Credit Union products and services, Medicare supplements, Estate Planning, and Charitable services.
Lake City Bank, a $4.9 billion bank headquartered in Warsaw, Indiana, is the sixth largest bank headquartered in the state, and the largest bank 100% invested in Indiana. Since 1872, the bank has grown to operate 50 branch offices throughout northern and central Indiana. We work hard to provide personalized service and convenient, technology-driven solutions to individuals and businesses in our communities. For more information visit lakecitybank.com.
Wilson Financial Group offers a complete line of professional financial services. They are happy to assist with a complete analysis of your personal and business financial goals, Mortgage Protection (death or disability), College Funding and Insurance Programs, Life Insurance, Insurance Programs that can cover an entire family, Salary Continuation (when disabled), Long Term Care Plans, Major Medical Health Plans, Professional and Business Overhead Expense Insurance, Investments and Mutual Funds, Annuities and Variable Annuities, Methods to minimize Estate Transfer Costs, Retirement Income Programs, Business Insurance, Group, Life, Health and Disability Insurance, Insurance Trust Planning.