Your Goals Become Reality When You Plan Your Financial Future

At First Savings Wealth Management, our team of financial professionals is passionate about preparing bright futures. Your fiscal health can affect every aspect of your life, so it's crucial to create a financial plan as soon as possible.

How We Formulate Your Financial Plan

We work with you to develop a customized investment strategy. This process begins with assessing your needs; we look at circumstances like your life stage, sources of income, financial obligations, and net worth. Finally, we balance these factors against your short- and long-term goals. 

Our financial planning services include:

  • Retirement plans
  • Tax planning
  • 401(k) plans
  • 403(b) plans
  • College planning
  • Estate planning
  • Money purchase plans
  • Profit-Sharing plans

Because you and your circumstances can change, either improving or impairing your fiscal position, your financial plan must be able to evolve with you. At First Savings Wealth Management, we continually monitor and adjust our clients' strategies.

Why You Need Financial Planning

A clear plan helps you adapt to and navigate the market. It is essential to be comfortable, yet open to opportunity, now and in the future. We have experience in designing such plans.

To strive to maximize your money, we must:

  • Understand your goals
  • Define your time horizon
  • Determine your risk tolerance
  • Create budgets

We utilize a money management approach personalized to suit your current needs and desires.  

The First Savings Wealth Management team promises to accompany you every step of the way. Contact us today at 812-218-6835 to pursue a great tomorrow.

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