January 13, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Communication, Communication, Communication. – Legacy Planning #TaxPlanning #Taxes
Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.
Questions? Give us a call at 1-800-928-4001.