^{THE PLAYBOOK EXPLAINED.} Our FAQ's

Yes, and that person is Andrew. You can call, text, or email him directly, and you hear back the same day rather than waiting on a callback that never comes or working through an automated menu. The whole point is that you have a trusted contact who answers, not an 800 number that leaves you circling.

Not at all. Plenty of the people Andrew works with are smart, accomplished, and simply never had reason to learn the ins and outs of retirement accounts or estate paperwork. His job is to take the overwhelming version of a topic and hand it back to you in plain terms, so you leave each conversation understanding what you have and how the pieces fit together.

You can. Andrew works with people throughout Northeast and Central Indiana in person, meeting at homes, schools, and offices wherever it is convenient. For everyone else, virtual meetings make distance a non-issue, so someone across the state or across the country can work with him as easily as a neighbor.

Yes. A meaningful share of the people Andrew serves are Indiana teachers and public employees, so the pension, the 403(b) and 457 accounts, and how all of it coordinates with Social Security are familiar ground. You will not have to explain your own benefits to the person helping you plan around them.

That continuity is a big reason people choose to work with Andrew. He has kept the same clients for over a decade, watched their kids grow up, and now helps some of those kids open their first accounts. The relationship is built to last through retirement and beyond, not to be handed off the moment your paperwork is filed.

Andrew grew up a wrestling fan and wanted a name that reflected who he actually is. The idea is that you view a plan from the top rope, where you can take in the whole picture and then carry out the moves that bring you the win that counts, a retirement you have looked forward to. It is a bit of personality in an industry that usually has none, and it tends to make people smile.