Adult Financial Educational Services of Indiana | Financial Planning

adult financial educational services of Indiana

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Our financial products & services.

We’ll help you make informed decisions and navigate the complexities of financial planning to ensure you’re well-prepared for the future.

tax planning & minimization

Reducing taxes is a common goal for many individuals. Through our tax planning services, we utilize targeted financial products to minimize your tax obligations. Our team implements diverse strategies to reduce your tax burden, particularly in retirement. Together, we'll navigate the intricate tax regulations, ensuring you retain a greater portion of your earnings.

risk management

All investments come with a degree of risk, and at Adult Financial Education Services of Indiana, we recognize that the level of risk you should embrace depends on your specific investment stage. Our core principle is that you shouldn't and won't undertake undue risks as you progress on your path to retirement.

social security

Although postponing Social Security benefits to increase your payout is often advised, several factors impact the benefits you receive. Your work history, income, and other variables play a crucial role in determining your benefits. At , we evaluate your circumstances to optimize your Social Security benefits, crafting customized strategies tailored to your requirements.

let education help you plan

Helping you create a retirement that goes beyond the ordinary, we offer a complimentary, no cost review of your financial situation.

adult financial educational services of indiana

Empowering retirees through financial education.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Crossroads Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.

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