Indy Wealth Planning Group
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
WEALTH PLANNING GROUP
Investment & Insurance Services for Businesses & Families
I’ve been helping clients since 1985 with my services
I’ve helped businesses and families feel secure through financial planning to better their future.
My testimonies show of my work. I guarantee you’ll be happy working with me.
Building a solid financial future is one of the most important things a person will take on and that’s why we’re here. With over two decades of insurance and investment planning experience, we understand the importance of not only implementing a strategy but monitoring your plan over time.
Wealth Planning Group is committed to helping individuals and families in the process of creating and managing wealth. We address the real-time issues facing our clients. We will help you and your family to be successful and make sure you are well equipped to navigate the financial water of our time and into the future.
“Bryan’s professionalism and knowledge on insurance and investment matters is of great value to me and my firm as well as clients of my law practice.” – Attorney Nathaniel Lee
“Our previous broker was the 3rd largest in the US – Bryan lowered our rate from what the larger broker had stated he had negotiated for us – Bryan is a client-centered broker.” – Gene Akers
“Cost, ability to work with multiple locations and as a minority I seek out minority vendors to do business with – Bryan is the cream of the crop.” – Dr. Gene McFadden
“Bryan has worked with me as a financial advisor and insurance agent. I am very pleased with his professional approach and follow-through. I recommend him highly for matters involving financial planning, retirement planning, insurance planning, and being a good listener.” – Ken Brown
SECURITIES OFFERED THROUGH EBH SECURITIES, INC. 6525 E. 82ND ST. STE 209 INDIANAPOLIS, 56450.