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
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
View all articles 
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
View all calculators
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.