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
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
When Markets React
When markets shift, experienced investors stick to their strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.