At Indigo Wealth Management, our services are structured so that you only need to think of our office when it comes to your financial questions.
Our firm specializes in helping individuals, families and business develop sound financial strategies.
We are a client-centered firm that works with you to find strategies to your personal or business needs. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We strategize to bring forth concepts that might have been overlooked, and constantly monitor our relationship for opportunities to add value.
We pride ourselves on the fact that our clients feel comfortable enough to call and ask us for advice on many of their personal concerns. We know how emotions and everyday life can sometimes start to derail long-term objectives. We ensure that you receive the most objective advice concerning each situation.
Our job is to make sure that through your lifetime, we look at each one to make sure that we proactively plan to meet the needs as they arise. Our advice and the hard work of our strategic partners allow us to provide the services needed to cover all of your personal planning needs.
Our goal is to be your one-stop shop for all your financial needs. We have a wide range of trusted strategic partners we work with who can help you through your life events, such as buying or selling your home, obtaining a mortgage, auto or homeowners insurance, divorce assistance, loss of job and more. Attorneys, CPAs, mortgage brokers…they’re our friends! We’ll connect you with the professional resources you need so that you can navigate forward with confidence.
Below are just a few of the services we offer:
Asset Allocation Analysis
IRAs - Traditional
IRA - Roth
IRA - Inherited Inherited
Exchange Traded Funds
Goals Setting & Planning
Life Transitions Planning
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Long-Term Care Insurance
IRA - SEP
IRA - Simple
Group Life Insurance
Group Long-Term Disability Insurance
Short Long-Term Disability Insurance
Executive Benefit Programs
Business Overhead Expense Policies
Disability Buyout Protection Insurance
email@example.com | (908) 333-0885