Out of State Clients
In Our Global Community ... it's pretty easy to stay connected.
Among our top 150 clients, 17% live outside the state of Indiana or more than two hours away from Warsaw.* We service clients in 10 states and two other 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: CA, FL, IN, MI, MO, OH, PA, SD, TX, VA and WI.
*Based on January 2015 Client List.
To read about our security measures, click below:
To read about how we stay connected with long-distance relationships, click below:
How we stay connected
To join a scheduled meeting, click below: