When you choose Irwin Advisory Group for financial planning we will develop a
personalized strategy for you using an objective selection of investment products, proper
diversification, and asset allocation. We can help you maximize returns while minimizing
the bite of taxes and expenses.
How do you know if you should consider Financial Planning with Irwin Advisory Group? If
you are someone who has investment assets of over $100,000, does not have a current
financial plan, recently changed jobs with a 401(k) rollover, and lacks the time or desire
to manage investments.
Financial Planning at Irwin Advisory Group offers the following services:
- Retirement planning
- Risk management
- College savings planning
- Tax planning
- Cash flow analysis
- Tax protection planning
We offer 3 easy ways to learn more about Financial Planning services with the Irwin
Advisory Group:
- Request that an Irwin Advisor call you.
Contact now.
- Visit an Irwin Union branch. Find your bank.
- Call Donald J. Stuart, J.D.
Irwin Union Advisory Services
500 Washington Street
Columbus, IN 47201
812.376.1946
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