Understanding Today’s Financial Environment
Welcome, I’m Fitzgerald Charlier, a financial professional in Fishers, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (317) 913-3365.
Helpful Content
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Rightsizing for Retirement
What does your home really cost?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.