Financial planning is a process, not a product. It sits at the center of everything we do and helps to ensure we’re making recommendations based on your needs and goals. Whether you have an old plan that needs updating or are starting from scratch, we’ll help you feel confident in your plan for whatever life may bring.
Discovery
We start by getting to know you. We’ll discuss your needs, goals, values, and expectations. We combine these with your financial statements to get a sense of where you currently are on your financial journey.
Design
Designing your financial plan involves creating a comprehensive strategy to manage your money and achieve your financial goals. By utilizing advanced modeling software, we’ll help you create a plan that’s unique to you.
Deploy
Executing a financial plan requires discipline, consistency, and adaptability. We’ll be with you every step of the way as you work towards achieving your financial objectives and building a financially healthy future.
Want to learn more? Contact us today.
Speak with our financial planning team for your no-obligation consultation. Complete the form below or call us direct at 812-863-7574 to schedule your appointment. We look forward to meeting with you soon.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Crane Credit union and Crane Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crane Investment Services, and may also be employees of Crane Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crane Credit Union or Crane Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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Crane Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Crane Credit Union for these referrals. This creates an incentive for Crane Credit Union to make these referrals, resulting in a conflict of interest. Crane Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
