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Ted Byrer - Financial Advisor, President & CEO

226 West Tansey Crossing
Westfield, IN 46074

Phone:

317-342-3365

Fax:

317-561-5063

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Experience - Intellectual Capital - Personal Service

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Guides readers through estimating a realistic retirement savings target.

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How much do you need to save each year to meet your long-term financial goals?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much would your monthly lease payment be?

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