Broker Check
IMPORTANT TAX DOCUMENT REMINDER The Facts About Income Tax A Fruitful Retirement: Social Security Benefit Can Election Results Predict the Market?















WE OFFER TWO LOCATIONS IN CENTRAL INDIANA   

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








Wealth Strategies, Inc.

Comprehensive Independent Committed

Wealth Strategies, Inc. is a financial services firm whose professionals provide comprehensive financial, estate, and investment planning. We concentrate on advising individuals, including CEOs and other senior executives, business owners, and families. As independent advisors, we are committed to providing unbiased advice when it comes to your financial services needs.  Scroll below to see all the unique ways we serve our clients.

Retirement Planning

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

Learn more

Investment Management

We create strategies tailored to your goals, not ours.

Learn more

Insurance Services

With our comprehensive and complex approach to risk management, we help you sort out which policies will best suit your needs.
Learn more

Wealth Coaching

As independent advisors, our coaching team can offer impartial guidance that directs you toward your financial objectives.

Learn more

Second Opinion?

Are you interested in a second opinion of your current investment portfolio?  We offer complimentary analysis of your current investments to identify strengths, weaknesses and inefficiencies in the design and implementation of your portfolio.

Get started

Family Office

When it comes to protecting your family's financial future, there is no standard solution.  We have developed a holistic process to assist us in better understanding the unique issues facing your family.

Learn more

Worksite Education

Employee financial education is more than just doing the right thing.

Learn more

Business Succession Planning

Handing over your business to family members successfully can mean the difference between being financially independent for life or losing the value of many years of hard work and effort.

Learn more

Executive Planning Services

When the time comes, will you be able to stop working?  With some planning, you can control the freedom to do something else with your time.

Learn more