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Sherpa Financial Group

10735 Sky Prairie St., Suite 300
Fishers, Indiana 46038

Call Today!  (317) 913-3365

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Estate Management 101 Charitable Giving: Smart from the Heart Ready for Retirement?

 Understanding Today’s Financial Environment

Welcome, I’m Fitzgerald Charlier, a financial professional in Fishers, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (317) 913-3365.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Tax Management Strategies

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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