For most people, achieving and maintaining financial strength is a lifetime goal. It involves planning, preparation, performance and follow-through at all three stages of the financial life cycle:

  1. Protection: The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual family and business needs.
  2. Accumulation: Next, you will want to save and invest through diversified investment programs, which may include mutual funds, stocks, bonds, annuities, money market funds, limited partnerships, unit investment trusts and other products, depending on your financial objectives.
  3. Wealth Management: And finally, the timely, effective management of your assets, including tax planning, transfer of assets and estate planning is vitally important.

Contact Information

Steve Spivey, CFP®
(574) 284-6210 Ext. 3259
13050 State Road 23
Granger, IN 46530

Professional Qualifications

  • Certified Financial Planner™
  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Insurance Agent
  • Check Steve's background on FINRA's BrokerCheck

Let's work together to develop a plan to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children's or grandchildren's education

Professional Services

I am dedicated to helping you build financial strength and security for life by offering the following services.

  • Financial Planning
  • Investment Management
  • Personal Financial Assessments
  • Tax-Advantaged Investment Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Insurance Planning

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.