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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.