Our Services
From planning and investments to debt and retirement, we deliver tailored financial solutions for every stage.
What We Do
Expert Financial Consulting Services
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Investment Planning
Strategic wealth-building approaches to reach your long-term goals.
Tax Optimization
Reduce liabilities and increase savings with customized tax strategies.
Debt Management
Clear your path with structured repayment and credit solutions.
Retirement Planning
Secure your future with customized retirement strategies and income planning.
Business Advisory
Improve cash flow, scalability, and profitability with expert business insights.
Risk Assessment
Protect your finances with smart insurance and contingency planning.
Pricing & Packages
Signature Advisory Plans
Our Signature Advisory Plans are crafted for individuals and businesses seeking in-depth, expert financial care. Each plan blends personalized strategy, premium support, and proven tools to ensure your financial goals are achieved with confidence and clarity.
Starter Financial Plan
$149/hour
Budgeting & Expense Review
Financial Planning CRM
Email Support
Satisfaction Guarantee
Basic Investment Guidance
Growth Advisory Plan
$549/hour
Full Financial Assessment
Tax Optimization Guidance
Phone & Email Support
Satisfaction Guarantee
Retirement Planning Insights
Elite Wealth Plan
$349/hour
Dedicated Financial Advisor
Personalized Investment
Ongoing Strategy Calls
Free Monthly Reports
Executive Financial Lounge
Jack Miller
Loyal Client
I've been working with this team for over a year, and their service always exceeds expectations. Their professionalism, deep financial insight, and consistent support make every consultation valuable. My finances have never been more organized and goal-focused. I fully trust them with my financial planning needs.
Programs and Services
Get Involved
It takes strategic patnerships, volunteers, and people who will allow us to help to make our vision a reality.
Attend
We host monthly events and host ongoing programs to help families access resources and receive helpful information. Register for an event or fill out a short form to join our mailing list to receive notifications.
Partner
As a partner, offering service expertise and undergirding our efforts to bring together resources, professionals, and the people who need them is our common goal.
Volunteer
Giving your time, expertise, and help is all we can ask, but what you will receive from this experience will foster hope for others and fulfill your purpose. Neighborhood clean-ups and providing help for those in need do good for everybody.
Programs
Event SCHEDULE
Mon
Financial Planning Workshop
11:00 am - 11:30 pm
Tue
Retirement Planning Workshop
12:00 am - 11:00 pm
Wed
Tax Optimization Session
8:00 am - 5:00 pm
Thu
Investment Guidance Session
1:00 am - 11:30 pm
Fri
Financial Strategy Workshop
8:00 am - 5:00 pm
Sat
Wealth Manage Consultation
1:00 pm - 3:30 pm
Sun
Debt Management Session
8:00 am - 5:00 pm
Mon
Tax Optimization Session
1:00 pm - 3:30 pm
Tue
Financial Planning Workshop
1:00 pm - 3:30 pm
Wed
Retirement Planning Workshop
2:30 pm - 5:00 pm
Thu
Financial Strategy Workshop
11:00 am - 11:30 pm
Fri
Investment Guidance Session
11:00 am - 11:30 pm
Sat
Clean Home Initiative of Indiana
2:30 pm - 5:00 pm
Sun
Wealth Manage Consultation
7:00 pm - 10:00 pm
enhance your financial journey
A well-managed financial portfolio reflects the expertise and dedication of a trusted consultant. Just like your finances, your success deserves personalized attention and strategy.
Paramahansa Yogananda
317-868-2129 | [email protected] Address: 8887 Keystone Crossings BLVD 13 Floor Indianapolis IN, 46240
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