SecurEstate. Email Format

Financial ServicesIndiana, United States0-1 Employees

SecurEstate is a comprehensive financial services firm. We provide seasoned financial advice and custom strategies to individuals from a full range of backgrounds. Taken at face value, there’s nothing incredibly unique about that – it’s how we do it that sets us apart. A listening session. That’s where it all begins. Before we recommend any financial plan we simply listen. It’s the only way we know of to create a clear picture of what’s important to you. We ask plenty of questions, too. Not necessarily about money – but about you, your family, your interests and your dreams. Simply put, we take the time to understand your goals, and then leverage our knowledge of financial strategies, products and services to help you achieve those goals. We offer expertise in investments, retirement planning, budgeting and savings, estate planning, student loan analysis, cash flow, and insurance planning. To learn more visit our website www.SecurEstateOnline.com or contact us at 765-778-7415, Evan@SecurEstateOnline.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. SecurEstate and Cambridge are not affiliated. Check the background of SecurEstate, Chuck Werckenthien, and Evan Werckenthien on FINRA's BrokerCheck

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