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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The true cost of raising a child may be far more than you expect.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn when it may not make sense to file a claim on your home insurance.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.