Our Qualifications
- (30)+ years of financial services experience--Investment Management, Financial and Retirement Planning, 401(k)s and IRAs, Insurance Consultant and Agent--Life Insurance, Disability Insurance, Long Term Care/Asset Protection Insurance, and Fixed/Variable Annuities, Business Continuation Planning and Charitable Giving Planning
- Five Star Professional" for the *Wealth Manager Award- Indianapolis 2012-2015, 2017
- RFC--Registered Financial Consutant Designation
- Numerous and yearly ongoing continuing education requirements for both Securities and Insurance Industry
Administered retirement planning workshops for: **IUPUI, Marian College, Purdue University, OASIS of Central Indiana, Indiana Business College, Walker Career Center, Lawrence Township Community Education, Kroger Credit Union, CIty of Indianapolis,Raytheon Corporation, Community Hospitals, Manor Care Health Services, Century 21, F.C. Tucker, Coldwell Banker, Humana Hospitals and several other corporations throughout Indiana.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015. 2017 Five Star Wealth Managers.
**Listed entities neither approve or dis-approve of Jeff Roach or the advisory services he provides.