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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.

<p>Investment</p>

Investment

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

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<p>Retirement</p>

Retirement

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

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<p>Insurance</p>

Insurance

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

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<p>Estate</p>

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.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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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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