Out of State Clients
In Our Global Community ... it's pretty easy to stay connected.
Among our top 150 clients, 20% live outside the state of Indiana. Within Indiana, another 14% live more than an hour away from Warsaw.* We service clients in 14 states and two countries: England and Spain.
Investment advisory clients must be residents of the United States.
Once the initial strategy phase is completed, maintaining financial programs and providing annual reviews can be accomplished through emails, faxes, web conferences, and conference phone calls.
State security and insurance licenses are required before we can discuss products. We currently have security licenses for the following states: AZ, CA, DE, FL, IN, MI, MO, NC, OH, PA, SD, TX, and VA.
*Based on April 2020 Client List.
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