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Sherpa Financial Group

10735 Sky Prairie Street, Suite 300
Fishers, Indiana 46038

Call Today!  (317) 913-3365

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Estate Management 101 Charitable Giving: Smart from the Heart Ready for Retirement?

 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.

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Universal Life Insurance

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Taxable vs. Tax-Deferred Savings

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Retirement Plan Distributions

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Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investment Strategies for Retirement

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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It May Be Time for a Financial Checkup

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