Services Provided

Philip Lavelle Jr. has been providing wealth management services to families and businesses in central Indiana since 1996.  His clients include pre-retirees, retirees, educators, professionals, executives, and business owners.

Services for Individuals and Families:

  • Retirement Planning
  • Individual Retirement Accounts (IRA) and Retirement Plan Rollovers
  • Investment Services including Brokerage
  • Insurance
  • Education Funding
  • Family Protection Strategies and Insurance
  • Estate Analysis and Conservation


Services for Businesses and Executives:

  • Executive and Employee Benefits
  • 401(k), 403(b), Pensions, SEPs, and SIMPLES
  • Business Succession Planning * Ta*