The Financial Resource Center delivers full-service financial solutions empowering our clients to build and sustain wealth for generations. Guided by our core principles of Family-First, Integrity, Support, and Experience, we provide transparent, solution-focused advice, personalized advocacy, and knowledgeable guidance. 

Our Clients

 

Community Health Systems

The Financial Resource Center specializes in delivering tailored retirement solutions for Community Health Systems retirement plans and rural hospitals, including those with Dual-Status, Critical Access, and Governmental designations. 

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Healthcare Practitioners & Executives

At The Financial Resource Center, we specialize in addressing the unique financial needs of healthcare practitioners and executives.

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Closely Held Businesses

We specialize in providing sophisticated services for founders, entrepreneurs and business owners to help them design a path to financial freedom.

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Community Health Systems

The Financial Resource Center specializes in delivering tailored retirement solutions for Community Health Systems retirement plans and rural hospitals, including those with Dual-Status, Critical Access, and Governmental designations. 

Learn More

 

Healthcare Practitioners & Executives

At The Financial Resource Center, we specialize in addressing the unique financial needs of healthcare practitioners and executives.

Learn More

 

Closely Held Businesses

We specialize in providing sophisticated services for founders, entrepreneurs and business owners to help them design a path to financial freedom.

Learn More

 

Community Health Systems

The Financial Resource Center specializes in delivering tailored retirement solutions for Community Health Systems retirement plans and rural hospitals, including those with Dual-Status, Critical Access, and Governmental designations. 

Learn More

 

Healthcare Practitioners & Executives

At The Financial Resource Center, we specialize in addressing the unique financial needs of healthcare practitioners and executives.

Learn More

 

Closely Held Businesses

We specialize in providing sophisticated services for founders, entrepreneurs and business owners to help them design a path to financial freedom.

Learn More

 

Our Services

We provide clients in Indiana and across the United States with comprehensive financial resources, delivering customized solutions that help to simplify their financial lives and empower them to achieve their goals with clarity and confidence.

 

Financial Planning

Retirement Planning

Investment Management

Estate Planning

Tax Strategies & Planning

Governmental & Corporate Retirement Plans

Business Transition Services

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Our Team

We believe that financial health is a family journey. Our multi-generational team is dedicated to guiding your family through each life stage, offering personalized strategies that align with your unique goals and values.

Carol Lane, CFP®, CMFC®, AIF®