Indiana Retirement Planning, Life Insurance, & Wealth Management Services

A Message For You

First and foremost, our job is to make you feel comfortable. We ensure we listen carefully to you and your family's unique situation and then we explain what we believe to be your best course of action in an easy to understand and very transparent way. There is much to choose from, so we will guide you along and help you find solutions that can help manage what you have worked so hard for. Take a deep breath, remember you are in good hands,  and schedule a free consultation with us today.

Schedule a Free Consultation


Wealth Management Services  

Our firm's work has been, and will continue to be, to manage your life's work. Whether you are in the accumulation phase, nearing the end of your work life, or already enjoying retirement, we know your dreams and goals are unique. Here at Smith & Stuczynski Wealth Advisors we recommend custom strategies that are as unique as you and your family.


Your Needs Are Unique and We Understand That

The natural ebb and flow of life can often create times of great stress and emotion. We consider this when delivering our core services of consultation, execution, and management of your financial life. We do this by making certain our staff is trustworthy, experienced, and professional. We are not a one-size-fits-all financial firm, and you can bet that our growth and income strategy recommendations are made by considering your goals for you and your family in the same way we do for our own. Whether you are just beginning your financial journey, somewhere along the road, or already enjoying the retirement years, we can help.


Why Smith & Stuczynski?

Perhaps one of the most important benefits of partnering with our firm is having access to our in house specialists that can cater to all your financial and planning needs. These include wealth management, estate planning, retirement planning, tax planning, business planning, insurance, financial plans and buy/sell agreements, just to name a few. Our clients never get lost in the hustle and bustle of a big corporate firm who might simply group you with other individuals or businesses with similar income or assets. Instead, we know each client personally because that is what it takes to truly create an effective working relationship, which, in turn, helps to achieve your financial goals. We like to think we are not only your financial professionals but also your friends.

 

If you have Questions? Are you looking to talk to someone about your situation?

Contact Us here we are always happy to assist you & your first consult is free!

Our life's work truly is to protect your life's work.

- A.L Smith - 

 

It is Our Life's Work to Protect Your Life's Work

In the final analysis, you have questions and we have answers. Our initial consultation is free, so give us a call or email us to get the conversation started. Honestly most people cannot afford to wait, so don't put this off any longer.

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Contact Us Today

or call 317-284-9600