You have goals and aspirations. Our investment strategies are designed with that in mind. We get to know you, your needs, risk tolerance, and objectives, then craft a strategy that is suited to you.
Continued Relationship
Life, like the economy, is ever-changing. We partner with you and continue to be available through all the changes that come your way.
Evidence-Based
Designed for the long-term, we take a disciplined approach to keep your money aligned with your goals. We rely on data-driven research to make investment decisions while keeping your personal needs in mind.
Personalized
We build portfolios around the strategy that makes sense for you. Whether that is to supplement your income in retirement, leave a legacy for loved ones, or save for the future, we can build a portfolio that meets your goals.
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.
