SCHEDULE A FREE MEETING WITH A FINANCIAL ADVISOR

SCHEDULE A FREE MEETING WITH A FINANCIAL ADVISOR

Schedule a Meeting

What do you need to do to achieve your financial goals? Our advisors have the answers. Norwood Economics helps its clients manage their finances and achieve a successful retirement. Our portfolios are managed by a Chartered Financial Analyst (CFA). The CFA designation is the gold standard among institutional investors.


Our services include Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Elder Care.  Your initial consultation is free. Call (317) 559-2333 today to talk to an experienced financial advisor.



WHAT DOES A FINANCIAL ADVISOR DO?

A good financial advisor is an expert who provides sound advice and effective strategies to turn limited wealth and financial resources into a successful retirement. For the vast majority of Americans, close and careful management of money and capital is necessary to ensure continued income and financial security in the long-term. Most people are not equipped with the information and insight needed to produce great financial results without guidance from a professional. A financial advisor closes the gap between what a client knows and what the client needs to know to be successful.

Financial Advisor Using Laptop — Fishers, IN — Norwood Economics

THE LOW-COST FINANCIAL ADVISOR

Norwood Economics is a fee-only advisor, which means no commissions. We are not fee-based advisors. Fee-based advisors charge commissions in addition to the fees and are often twice as expensive as a result. Our goal is to provide the best service at half the cost. 


Call us today at (317) 559-2333 to schedule an appointment.

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