Office Building

Our Approach

There are many different dogmas and philosophies when speaking about Financial Planning.  If you do an online search, you will find companies and agents which degrade one form of planning while selling you on why their system is the "smart choice".  Unfortunately, you will not find an unbiased review of the various methods.

We believe in a holistic approach which incorporates plans which fit the client.  Our belief is that the Client's needs and goals come first, therefore, we guide our client through an educational process and let them choose.

Meet the Team

We are sure you'll like us if you get to know us...

Joshua Starns, CLTC

Retirement Strategist

Joshua has been in the industry since 2003 and is certified in Long-Term Care.   He specializes in alternative wealth building concepts, as well as asset preservation.

Warren McMichael

Medicare Specialist

Warren has been in the Medicare field since 1997, and assists Seniors in understanding the "Medicare & You" guide book.   Through his relationships with Insurance carriers, he can find competitive plans to save our clients money on their Medicare Supplement premiums.

Timothy Barrett

Elder Law Attorney

Jay Barclay, CFP

Certified Financial Planner

Jay has been in the industry since 1999, and is the owner of Strategic Financial Planning which is a full service consulting firm in Indianapolis, Indiana.  As a CFP, Jay is held to the highest standards in the industry.