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
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
Glossary of Scam Terms
A helpful glossary of current scams.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
9 Facts About Social Security
There are things about Social Security that might surprise you.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.