Financial Independence Group Services

The Wealth Integration and Transfer System

The Wealth Integration & Transfer System™ (WITS) is a three phase, eight step process designed to help our clients think through wealth and charitable planning issues that might otherwise go unexamined. It helps families leave their legacy by removing various dangers present in any family environment, it creates opportunities that can reveal a renewed zest for life, and it builds upon families’ strengths, ultimately allowing financially successful people to move their lives from success to significance!

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Financial Planning

The Financial Independence Group is a Indiana Registered Investment Advisor offering comprehensive financial planning services in many areas. Some areas include:

  • Personal Planning

  • Asset & Income Protection

  • Business Planning

  • Retirement Solutions

  • Estate Planning

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