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We're passionate about achieving your goals.

We're passionate about achieving your goals.

Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.

We're Passionate About Educating You.

As you probably know, David and John teach several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much more. The Passport to Retirement class offers 7.5 hours of in-class instruction over a three week period. These classes also offer CPE credits for accountants.

In addition, we want to keep you up-to-date on the most recent changes in planning and your finances. To facilitate that, our team has recorded several videos covering a variety of topics we believe are most useful. You can watch at your convenience if it is something that interests you. Click on the link below to go to the full list.

Visit Our Resources
2022 Key Financial Data

2022 Key Financial Data

Download
2022 Medicare Quick Reference Guide

2022 Medicare Quick Reference Guide

Download
2022 Retirement Calendar Checklist

2022 Retirement Calendar Checklist

Download

Getting Started

We work with you to outline what's most important and craft a financial strategy around your needs.

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Our Team

We focus on building meaningful experiences for our clients, thanks to decades of experience.

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Our Values

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

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John Schutz

John Schutz

Managing Director, Financial Advisor

(812) 426-1481

David Perigo

David Perigo

Vice President, Financial Advisor

(812) 426-1481

Felicia Hostettler

Felicia Hostettler

Assistant Vice President, Associate Financial Advisor

(812) 426-1481

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