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Amber Shaw

Accounts Specialist

Check back soon to learn more about Amber!

Contact Information
Ph. (219) 510-5069
Fax (844) 410-9363

Portfolio Management / Investing

Fee-based, no commission portfolio and investment management services.

Retirement Plans for Business

Setup and management of 401(k) and similar retirement plans based on your firm’s structure.

Small Business Advisement

Tax planning, advisory services and more for your business.

Retirement Planning

Helping create lifetime retirement income that will last from accumulated assets.

Wealth Transfer

Insurance policies offset financial risk and offer multiple benefits and options.

Estate Planning

Our licensed attorney will formally draft your written plan for wealth transfer.

Every Sunday at Noon CST on WIND 560AM

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Wealth Health

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