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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.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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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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