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