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
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
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®
