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LJI Wealth Management, Your trusted partner for personalized financial planning.

We’ll help you achieve your retirement goals with tailored strategies and expert guidance.

Our experienced team of CFP®, CPA, and other highly qualified professionals will work closely with you to understand your unique goals and develop customized financial planning and investment strategies to meet your needs.

6569 Carrollton Avenue
Indianapolis, IN 46220

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619 Virginia Avenue
Indianapolis, IN 46203

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P: 317.466.9702
F: 317.466.9706

	Low Priority	High Priority
Accumulating wealth for the future
Charitable giving
Children/Grandchildren’s education
Controlling expenses or debt
Emergency cash flow/budgeting
Long-term care or elderly care
Major purchases
Preserving wealth for heirs
Protection from death or disability
Reducing income taxes
Retirement/Financial independence