Our Qualifications

 

  • (30)+ years of financial services experience--Investment Management, Financial and Retirement Planning, 401(k)s and IRAs, Insurance Consultant and Agent--Life Insurance, Disability Insurance, Long Term Care/Asset Protection Insurance, and Fixed/Variable Annuities, Business Continuation Planning and Charitable Giving Planning
  • Selected by "Five Star Professional" for *Wealth Manager Award--Indianapolis, Multiple Year Winner
  • RFC--Registered Financial Consutant Designation
  • Numerous and yearly ongoing continuing education requirements for both Securities and Insurance Industry

Administered retirement planning workshops for: **IUPUI, Marian College, Purdue University, OASIS of Central Indiana, Indiana Business College, Walker Career Center, Lawrence Township Community Education, Kroger Credit Union, CIty of Indianapolis,Raytheon Corporation, Community Hospitals, Manor Care Health Services, Century 21, F.C. Tucker, Coldwell Banker, Humana Hospitals and several other corporations throughout Indiana.

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms.  Third party rankings and recognitions from rating services or publications are not indicative of pastor future investment performance.  For more information, go to www.fivestarprofessional.com 

**Listed entities neither approve or dis-approve of Jeff Roach or the advisory services he provides.