REJOYCE SEMINARS

NEXT EVENTS


May 25th
Thursday @ 6:00pm
Ruths Chris

June 20
Tuesday @ 6:00pm
Eddie Merlots
3645 E 96th St
Indianapolis, IN 46240

June 22
Thursday @ 6:00pm
The Loft At Traders Point Creamery
9101 Moore Rd
Zionsville, IN 46077

June 29th
Thursday @ 6:00pm
Ruths Chris
2727 E 86th St
Indianapolis, IN 46240

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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