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REJOYCE SEMINARS

NEXT EVENTS


Sept 21
Thursday @ 6:00pm
Eddie Merlot’s
3645 E 96th St
Indianapolis, IN 46240

Sept 26th
Tuesday @ 6:00pm
Mountain Jacks
4211 St Rd 26 E
Lafayette, IN 47905

Sept 28th
Thursday @ 6:00pm
Rick’s Cafe Boatyard
4050 Dandy Trail
Indianapolis, IN 46254

EXPERIENCE YOU CAN TRUST

ReJoyce Financial understands that not everyone’s financial goals are the same. Allow us to learn more about your families current and future financial goals.

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Portfolio Analysis

This analysis will include a comprehensive review of your fixed investments, stocks, bonds, and mutual funds. It will also introduce the “know your investment” model.

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Pension Maximization

This will identify and analyze pension income. If no pension option has been selected yet, it will consider all options and help in determining the most viable selection based upon individual circumstance.

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Asset Allocation Review

A very basic approach to financial planning involves a review of allocation based upon 5 major components: Age, Income, Net Worth, Risk tolerance, and Time Horizon. This is used as a starting point to the planning process.

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