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
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Building Your Legacy
A four-step framework for building a personal legacy.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Rightsizing for Retirement
What does your home really cost?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?