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Clients We Serve


 
 
 

 

 
 
 
 
 
 
 
 
 
 

Services For Individuals

We work with individuals nationwide seeking assistance with a transition in their life including retirement, divorce or death, career change, and new wealth. Clients who come to us seek professional advice in financial planning and management of their investments because they lack the time, experience or desire to go it alone.

There are many financial questions that arise during a life transition. We help reduce uncertainty and increase peace of mind by helping clients find the answers they need.

Pre-Retirees and Retirees

  • Is my portfolio allocated properly as I transition to retirement?
  • Will I have enough to retire?
  • What lifestyle will I be able to afford?
  • Is my estate properly structured?
  • Are my insurance needs effectively covered?

Retirees

  • Is now the time to roll-over my IRA?
  • What is the best way to transfer wealth to my heirs?
  • What is the best way to get money out of my retirement savings?

Divorce or Death

  • Will I have enough to retire?
  • What lifestyle can I afford?
  • How do I manage my money?

Career or job transition

  • Am I leaving money on the table?
  • What is the most tax effective strategy for a severance?
  • Do I roll-over my 401(k) to an IRA?
  • How do I handle my other employer benefits?

New wealth

  • How do I manage this new money?
  • What advisors do I need?
  • What taxes are I required to pay?

We serve clients throughout the United States and currently have clients in Indiana and six other states.

Services for institutions

We also work with institutional clients such as pension plans and endowment funds. They rely on us for objective advice and recommendations regarding their investment portfolios. This can include on-going investment management services. In other cases, we make asset allocation and investment selection recommendations and prepare investment policy statements.

 
 
 
 
 
 
 
 
 
 
 
 
 
 


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CONTACT US:  Phone: 317-877-8000  EMAIL: Info@howelladvisors.com