A Financial Advisor Just Down the Road from Fishers
Plan Wise Wealth Group sits at 9998 Crosspoint Blvd, Suite 320, right in the Crosspoint area off I-69 at 96th Street. If you live in Fishers, we're closer than your Kroger run.
We're an independent fiduciary firm, and we do one thing: retirement planning for Indiana pre-retirees and retirees, most between 59 and 70 with $700,000 to $2 million saved.
You did the saving right. Nobody explained the exit.
Fishers and the surrounding Hamilton County towns are full of people who did retirement saving the right way. Long careers at places like Roche, Lilly, IU Health, Community Health Network, Allison Transmission, and the school districts. Solid 401(k) balances. Maybe a pension from INPRS or an old employer plan.
What most of those careers never included was anyone explaining the exit. How the 401(k) becomes income. Which account to draw from first. Whether to take Social Security at 62, 67, or 70. And the big one: how to keep RMDs and Medicare surcharges from quietly taxing away years of careful saving.
That exit plan is our entire practice. The core of it is multi-year tax strategy, and Roth conversion planning above all: moving pre-tax money to the tax-free side in the low-bracket years between retirement and RMD age, in calibrated annual amounts.
No pitch, no pressure, no paperwork at the first meeting.
We start with a free conversation at our office, ten minutes from most of Fishers. We get clear on where you stand, then build a plan we walk through together until every recommendation makes sense to you. You'll know exactly where your retirement paycheck comes from, what taxes will take, and what we're doing about it.
We host regular educational dinner events around Hamilton County on retirement tax planning and income strategy. Ask us about the next one.
Ask about the next event →Before you drive over.
9998 Crosspoint Blvd, Suite 320, Indianapolis, IN 46256, in the Crosspoint business area at I-69 and 96th Street, on the Fishers line.
Yes. Our clients come from across the northeast side: Noblesville, Carmel, Geist, Fortville, McCordsville, Pendleton, Anderson, and greater Indianapolis.
Nothing. It's a conversation, and you'll leave with a clearer picture either way.
Ten minutes from Fishers. Fifteen minutes of your time.
No obligation. No pressure. Just clarity.
Book a 15-minute call