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Plan With

Patience, Focus & Determination

At SFS Wealth Management we believe that relationships matter.

That dreams take careful planning. That a personalized approach to wealth management helps you reach your goals faster. Providing customized solutions for your investment, retirement and wealth preservation needs in Central Indiana, we’re your source for trusted, tested and reliable information.

But we don’t stop there.

Once we have a plan in place, we’ll walk alongside you every step of the way. Because today’s financial climate requires more than information - it requires a dedicated partner to help you along your financial journey.

Check the background of this firm/advisor on FINRA’s BrokerCheck.