Home | indiGo Financial

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

Learn More

Retirement

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

Learn More

Insurance

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

Learn More

Estate

Safeguarding Your Family's Future

Learn More

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.

Contact Us

Helpful Content

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

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Learn More