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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Military families face unique challenges, making personal finance even more critical.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Five phases to changing unhealthy behaviors.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are things about Social Security that might surprise you.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?