Financial Advisors in Kokomo, IN

OUR PURPOSE IS TO HELP MEMBERS OF OUR COMMUNITY CREATE THE LIFE OF THEIR DREAMS, FREE FROM ANXIETY AND STRESS ABOUT MONEY.

-Bill Cardwell, President of Aurora Financial Strategies

 

 

STEP ONE: MEET WITH a FINANCIAL PLANNING EXPERT

Get Financial Advice and ongoing support from someone in the industry specifically trained for your situation. 

During his time in the financial industry, Bill has assisted advisers in the preparation of over 5,000 financial plans for families all across the country.  Having successfully worked on cases of families with nothing other than $350,000 in student loan debt to their name to families with more than $35 million in the bank, his wide range of planning experience is custom tailored to your needs.

STEP TWO: ACCESS TO POWERFUL TOOLS

Utilizing eMoney, an industry leader in the financial planning space, clients of Aurora Financial Strategies has access to an ever-developing and always-updating financial plan.

STEP THREE: ESTABLISH A PLAN

Get easy to understand recommendations and action steps to achieve your financial goals.

Everyone has different goals, so it's important to have a unique plan that works for you and your financial situation.

A comprehensive financial plan is one that covers savings and investments, planning for retirement, education, emergencies, insurance needs, major purchases, and other financial goals.

Get easy to understand recommendations and action steps that include:

  • How to maximize your financial situation

  • What types of protection planning you need

  • A clear understanding of your investments

  • A 401(k) allocation that fits your time horizon and risk tolerance

  • A review of your employee benefits package to ensure you're taking advantage of perks

  • A step-by-step plan to reach your other financial goals like buying a home or saving for college

STEP FOUR: MONITOR AND MAKE CHANGES AS nECESSARY 

Utilize eMoney and meet with your financial expert to monitor your progress toward your financial goals.  Now that the foundation of your financial plan and direction have been created, making changes or adjustments as circumstances change will be possible. 

Looking for a financial advisor in Kokomo, IN? To get your personal planning process started today, simply enter your contact information below, or contact Bill at (765)438-4682!

Check the background of this investment professional on FINRA's BrokerCheck. - See more at: http://www.finra.org/industry/rule-2210-brokercheck#sthash.mdmJOhlX.dpuf