Growing up in rural Indiana, I was taught at a young age to value loyalty, integrity and personal relationships. I take great pride witnessing generations of my clients and their families go to college, build their businesses, save for travel, enjoy their hobbies and eventually retire with dignity. My goal is to understand you and your priorities, which is why every relationship begins with a conversation. I want to know your why.
My clients often come to me during times of transition such as retirement, career and job changes or receiving an inheritance. Working closely together allows us to develop a personalized strategy to help them achieve their unique definition of financial success. Many of my clients are multi-generational families who benefit from a fresh approach to wealth management and transfer strategies. We coordinate with the other professionals you work with, such as your attorney and CPA, as needed or when developing complex, high net worth strategies to help ensure your overall needs are properly served.
I started my financial career in 1994 after graduating from Purdue University in West Lafayette, IN. Currently, I reside in Fishers with my beautiful wife, Carrie, our seven children, and black lab, Pete. We enjoy spending time with family and friends, traveling and watching our kids sporting events.
Registered in several states, I am able to serve my clients and their loved ones nationwide. My Branch Office Administrator, Sheryl Brock, and I strive to provide personalized service tailored to the specific needs of each client. If you are interested in learning about how my team can help, give my office a call.
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Sports Enthusiast
Phone NumberJeff Cleckner at (317) 462-4015
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