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Sherpa Financial Group

8250 Haverstick Rd,
Suite 280 
Indianapolis, Indiana 46240

Call Today!  (317) 913-3365

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Estate Management 101 Charitable Giving: Smart from the Heart

 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.

Helpful Content

Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Rule of 72

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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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