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Ted Byrer - Financial Advisor, President & CEO

226 West Tansey Crossing
Westfield, IN 46074

Phone:

317-900-6970

Fax:

317-561-5063

E-mail:

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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.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Estimate the future value of your current savings.

How much can you afford to pay for a car?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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