Retirement Planning Services

Leave the strategy to us, whether it’s Benefit Plan issues, estate planning, or you are contemplating retirement. We have the knowledge and experience to partner with you to ensure your employees, your business and your family’s goals and needs are met. Click on the following for more information.

Lafayette - Phone: 765.428.5000 • Fax: 765.428.5700
Rensselaer - Phone: 219.866.5196 • Fax: 219.866.5835