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

 

Investments

  • Professionally Managed Accounts
  • Mutual Funds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • Educational IRA
  • Variable and Fixed Annuities

 

Financial Planning

  • Retirement Planning including Medicare and Social Security Maximization
  • College Planning
  • Money Management
  • Tax Planning
  • Estate Planning

 

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Key Man Insurance

 

Business Services

  • 401K
  • 403B
  • Pension Plan Investment Management
  • ESOP Services
  • Profit Sharing
  • Small Business Retirement Plans
  •  * Ta*