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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

Investment

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

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Retirement

Retirement

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

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Insurance

Insurance

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

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Estate

Estate

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.

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

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.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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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.

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