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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When you’re married and have children, insurance needs will be different.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are ways to improve your physical fitness without denting your fiscal fitness.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.