Howell Financial Advisors, Inc.
Our firm is a fiduciary advisor offering fee-only financial advice and investment services to help you achieve important goals that include:
• Living in comfort during your retirement years.
• Making sure you don’t outlive your assets late in life.
• Sending your children to quality schools.
• Protecting and preserving your assets.
Our clients include retirees, pre-retirees, widows/widowers, actively employed families accumulating wealth and other people who may be going through a transition in their life. We serve clients in Indiana and seven other states. Initial financial planning services are provided through a not-to-exceed project fee. If the client desires ongoing portfolio management and financial planning advice, we provide this service through a fixed quarterly retainer fee.
We are an independent, fee-only fiduciary planning and investment advisory firm that is held to the highest ethical standards in the financial services industry. We can help you build a solid financial foundation by providing custom tailored planning and portfolio management solutions that meet your requirements for results and risk management. Please contact us to schedule a no-obligation, introductory meeting to explore our services and fees.