Our Qualifications

National Financial Group has been providing financial strategies to our clientele in the central Indiana community since 1991. Our client base includes large corporations, small business owners, professional practices, many school corporations, and other individuals. We assist our clients in establishing financial and estate strategies designed to help solve their tax, investment* and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products*, we help protect our client’s well being. Qualifications of some of our members include CFP® designations, CLU designations, and other business, finance, and marketing degrees. A large percentage of our business comes to us from client referrals or from our existing clients, verifying their satisfaction with our knowledge, service and reliability.

*Securities and investment advisory services are offered through Ameritas Investment Corp. (AIC), Member FINRA/SIPC.  AIC and National Financial Group are not affiliated.

CFP® and Certified Financial PlannerTMare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.