Bloomington: 812-333-4726              Indianapolis: 317-550-1833




New "Help" Feature in your CFO Center Website

We know your schedules are busy, and learning new technology can be a hassle –especially when you have a question and need an answer now.

That's why I wanted to let you know about a new Help feature in you CFO Center website. We have simplified the way you learn how to use your website by adding interactive “How-To” guides to your Help menu.

Annual Market Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors.

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

To learn more about Bitcoin, please click on the PDF File below.


Download PDF File

New Indianapolis Office

We are proud to announce the opening of our new Indianapolis office location as of January 1, 2018. 

The office is located on the Northeast corner of 91st and Meridian Street:

3rd Quarter Market Review - 2017

Protecting Your Identity Online

1st Quarter Market Review - 2017

Click the link below to see an overview of how the capital markets performed during the 1st quarter of 2017.

Please Click Here to View PDF

Why You Need a Personal Liability Umbrella Policy

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.

Keeping Up With Identity Thieves


Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII), they are constantly evolving in their technology and their techniques to stay one step ahead of you. It is up to you to take every precaution you possibly can, but even that may not be enough.

Three Ways to Get More Done in a Day

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