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Financial planning that suits you

We create a long term relationship with you and your finances

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We remain actively in your service…Out of an abundance of caution and to comply with Official Mandates issued March 20,2020, we have closed our office to the public but will continue to maintain service to our friends and clients by video, phone, and email. While we expect this to be a relatively brief situation we want to strongly support efforts to eliminate the health threat that exist. Please join us in finding ways to thank and assist those who are providing critical services to our community and our country! Thank you! 

1. Gather

Get to know you and where you want to be.

2. Discuss

Formulate a plan based upon your dreams and goals.

3. Strategize

Learn how to navigate the potential changes in your life.

4. Implement

Execute a plan and pivot to where you want to be.

Tired of standard financial "plans"? So are we. Choose financial advice that is transparent and unique to the life YOU want to live.


207 North High Street, Muncie, IN  |  8500 Keystone Crossing, Suite 540 Indianapolis, IN

What We Do

Retirement Planning

Whatever your plans for retirement may be, you have a valuable tool at your fingertips to help you prepare financially for what could be the most rewarding part of your life.  

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Financial Planning

We create strategies tailored to your goals, not ours.

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Insurance Services

With our comprehensive and complex approach to risk management, we help you sort out which policies will best suit your needs.
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Request our free guide "How To Prepare For Early Retirement: 5 Helpful Tips To Freedom."

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Meet Your Advisor

David Stocker | President | Certified Financial Planner™

Dave started providing clients with professional financial planning services in 1971, and he graduated from Ball State University in 1972.

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Will Isaacs | Certified Financial Planner™

 Since 1999, Will has been involved with helping clients and their families reach their financial goals.

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