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Helping Money Grow

Portfolio Management and Financial Planning tailored to help provide you the financial freedom to focus on your passions and be confident about your future.

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Our Services

We are indiGo Financial, a boutique wealth services firm with more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and businesses.  We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to help you pursue your goals. The first step in the planning process involves evaluating your current situation and becoming financially organized. To learn more about how to get started please give us a call to set up a complimentary consultation.

Investment

Wealth and investment strategies tailored to your unique goals and risk tolerance

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Retirement

Planning for sufficient income for what you want to do in Retirement

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Insurance

Protecting your loved ones from the financial consequences of unexpected events.

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Estate

Strategies for Safeguarding Your Family's Future

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We're Here For You!

We believe that financial planning should be simple.  Too often, individuals are afraid to get their investments in order because they don’t understand the process, their advisor is intimidating, or they just have too much on their plate.  Let us help you, Call today.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

John W. Walker II

John W. Walker II, CMFC, CRPS

Financial Advisor/Partner

jwalker@indigofinancialgroup.com

Terrie Clark

Terrie Clark

Financial Advisor/Partner

tlclark@indigofinancialgroup.com

Andrew Stone

Andrew Stone, CFP®

Financial Advisor/Partner

astone@indigofinancialgroup.com

Colin Luke

Colin Luke

Financial Advisor/Partner

cluke@indigofinancialgroup.com

Justin Del Campo

Justin Del Campo

Financial Advisor

jdelcampo@indigofinancialgroup.com

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