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OUR SERVICES

<b>A Client-Centered Approach</b>

A Client-Centered Approach

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.

Objective Advice

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.

One-Stop Shop

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:

<b>Investments</b>

Investments

Advisory Accounts

Asset Allocation Analysis

Stocks

Bonds

IRAs - Traditional

IRA - Roth

IRA - Inherited Inherited

Mutual Funds

Exchange Traded Funds

403(b)

401(k)

Tax-Advantaged Investments

Alternative Investments

Treasury Bills

Government Securities


<b>Financial Planning</b>

Financial Planning

Goals Setting & Planning

Financial Planning

Retirement Planning

Investment Planning

Life Transitions Planning

Income-for-Life Planning

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Eldercare Planning

Money Purchasing Plans

Profit Sharing Plans

<b>Insurance</b>

Insurance

Life Insurance

Disability Income Insurance

Long-Term Care Insurance

Fixed Annuities

Variable Annuities

Immediate Annuities

<b>Businesses</b>

Businesses

Investment Planning

Retirement Planning

IRA - SEP

IRA - Simple

Group Life Insurance

Group Long-Term Disability Insurance

Short Long-Term Disability Insurance

Executive Benefit Programs

Buy-Sell Agreement

Business Overhead Expense Policies

Disability Buyout Protection Insurance


"An investment in knowledge pays the best interest. "

Benjamin Franklin

For more information about our firm and the services we offer, send us a quick email or call the office.  We welcome the opportunity to speak with you.

glad.perez@aurorapw.com |  (908) 333-0885

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