317-810-4268 - Office
317-506-7937 - Cell
Our Personal Retirement Consultant available through Nationwide, Marc focuses on relationships with participants who are nearing retirement. This is a no-cost service. He is a Chartered Financial Consultant Professional™ and a licensed financial representative, and can give you extra assistance to prepare for retirement. He is able to provide a personal and objective look at your retirement resources and compare it to your retirement needs; he is available to answer your questions and provide education on Social Security, Health Care and Long Term Care Planning through the detailed Cash Flow Analysis that comes with each Retirement Income Plan. This financial service is separate and distinct from those offered through the Hoosier START Retirement Specialists, and may be most appropriate if you are within 5 years of retirement, or if you are a retiree. These services are available to any Plan participant – at no extra charge.