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    Jon M. McCardle

    Owner

    Download Profile Send Email

    02/25/2009

    05/27/2018

    Summit Financial Group of Indiana

    4050 Britt Farm Dr,
    Lafayette, IN 47905
    US
    map

    http://www.summitfinancialgroupofindiana.com

    jon@summit-fp.com

    (765) 447-1330

    (765) 535-0223

    Financial Advisor

    Investments, Comprehensive Financial Planning, Retirement Planning

    Description

    Jon is the Owner of Summit Financial Group of Indiana. With Offices in Lafayette and Indianapolis summit is a comprehensive financial planning company that offers expert advise in retirement planning estate planning debt reduction strategies college planning. Jon has a client centered approach to all planning that is offered taking into account taxes early retirement strategies wealth preservation strategies wealth protection strategies and college planning strategies as well as long term wealth accumulation strategies.

    Education

    Series 63 Series 65Series 7Series 24Series Life Health National Certified College Planning Specialist

    Associations

    National Association for Certified College Planners

    References

    Provided Upon Request.....

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