Estate Planning

Proper estate planning is critical to make sure your estate will be transferred to your heirs and beneficiaries in the most efficient and unencumbered method possible.  We will work with your attorney to better address your estate planning needs. We help make sure your estate documents, like wills and trusts, beneficiary designations, and other financial documents are current and accounted for.

10150 Lantern Road, Suite 150 | Fishers, Indiana 46037
John Direct: 317-284-5324 Chris Direct: 317-806-3083 Fax: 317-806-3082
john@spgfinancial.com | chris@spgfinancial.com |  julie@spgfinancial.com | kerry@spgfinancial.com

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Strategic Planning Group, Inc.