You've got big plans for how you want to live your life, but it's possible the decisions you're making with money don't line up with all those plans.  Retirement?  That's important, sure, but there's also a lot to take care of in the meantime.  We help families live the life they want by organizing and coordinating everything that happens with their money.  Cash flow, where to accumulate wealth, how you invest, how to structure debt, how to buy insurance, how to eliminate lost opportunity costs, how to increase the velocity of your money - your Personal CFO is the quarterback for it all.

EW8A8830.jpeg

We help people reach their full financial potential by serving as their 

Personal CFO

 

What is a

Personal CFO?

IMG_5528.jpeg

Meet Donald

As a retired 8 year NFL veteran I have made it my personal mission to see that professional athletes and like-minded individuals do everything they can to secure their financial future. 

I want to make sure that all my clients are informed and made knowledgeable about their financial backgrounds and agendas.  I believe that knowledge is power.  The more you know about your finances and how they work, the better we can make sure your financial life is in order.

GET

IN TOUCH

CONTACT INFO

Email:   donald@invst.com
Tel:        317-954-2880

Fax:       317-427-7566

Invst

3625 E 96th. St.

Indianapolis, IN 46240

OPEN HOURS

9:00AM - 5:00PM

Monday - Friday

Eastern Standard Time