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P.O. Box 173, Schererville, IN 46375

(219) 400-0485
James@MehokWM.com
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Financial Planning for the Life You've Worked Hard to Build.

Personalized retirement, investment and wealth planning for individuals, families and business owners. Work directly with James Mehok to turn your priorities into a clear, coordinated financial strategy.

Who I Work With

Your financial plan should reflect your priorities, your responsibilities and the life you want to build.

Individuals & Families Approaching Retirement

Bring your retirement income, investment decisions and Social Security choices into one coordinated plan, whether retirement is years away or just around the corner.

High-Net-Worth Families

Connect investment management, cash flow, legacy goals and charitable giving. I work with your tax and legal professionals to help address the complexity that comes with wealth.

Business Owners & Executives

Align your personal finances with the demands of your business or career. Plan for retirement, evaluate risk and prepare for the next chapter.

Services for Individuals & Families

Services for Businesses & Business Owners

Serving individuals, families and business owners in Schererville and throughout Northwest Indiana. In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available.

Financial planning for Schererville and the surrounding area

Meet James Mehok — Owner & President

Meet James Mehok — Owner & President

I believe financial planning starts with listening. As the owner and president of Mehok Wealth Management, I work directly with you to understand your goals and build a strategy that fits your life.

Our conversations connect retirement, investments, cash flow and legacy priorities. You can expect clear explanations and ongoing reviews as your circumstances change, with coordination with your tax and legal professionals when needed.

Four Core Strategies. One Coordinated Plan.

Retirement Planning

Prepare for the transition from saving to spending. Coordinate retirement income, Social Security choices and the resources you will need for your next chapter.

Investment Management

Build an investment strategy around your goals, time horizon and comfort with risk, with ongoing review as your circumstances evolve.

Wealth Planning

Connect cash flow, risk management, education funding, charitable giving and legacy goals. Coordinate with your tax and legal professionals where appropriate.

Business Owner Strategies

Bring your business and personal goals together. Explore retirement planning, protection needs and preparations for an eventual business transition.


Portfolio Management

I'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Risk Management

Life throws curveballs. I'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. I'll work with you and your legal team to create a thoughtful plan.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. I'll help you figure out what makes sense for your situation.

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HNW Client Guidance

More wealth often means more complexity. I work with high-net-worth clients to help simplify the big picture and address what matters most.

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build. box-empty

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Small Business Guidance

Running a business is a financial journey of its own. I help business owners connect the dots between their personal and professional goals.

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. I'll walk you through your options so you can choose with confidence.

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities.

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Education Strategies

Saving for education is a big goal for a lot of families. I'll help you explore the options that make the most sense within your larger plan.

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.

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Special Needs Trust

Planning for a loved one with special needs takes extra care. I'll help you explore trust strategies designed with their future in mind.

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Debt Management

Debt doesn't have to hold you back. I'll help you put a plan together to manage it while still making progress toward your bigger goals.

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Financial Education

The more you understand, the more empowered you are. I love helping my clients build financial knowledge that sticks.

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Personal Guidance. A Coordinated Financial Picture.

Personal Guidance. A Coordinated Financial Picture.

Work directly with James Mehok on the decisions that shape your financial life. Our conversations connect retirement, investments, cash flow and legacy priorities so you can see how the pieces fit together.

You can expect clear explanations, a strategy grounded in your goals and ongoing review as your circumstances evolve. When your plan calls for tax or legal expertise, I coordinate with your other professionals.

The Process
Simple, Straightforward, and Built Around You

A clear process helps you understand where we are, what comes next and how each decision connects to your goals.

1. Discover

Start with a conversation about your priorities, current finances, concerns and the life you want to build.

2. Design

Review your financial picture and develop a coordinated strategy for retirement, investments and your broader planning needs.

3. Implement

Review the recommendations together, agree on next steps and put your chosen strategies into action.

4. Monitor

Revisit your progress and adjust the plan as your life, priorities and circumstances change.

See How We Work and What to Expect

1. Let's Talk
Start With a Conversation

We'll sit down, get to know each other, and dig into your financial life — your goals, your concerns, and everything in between.

2. Let's Plan
Map Out Your Strategy

I'll put together a personalized financial strategy based on everything we've discussed — one that actually fits your life.

3. Let's Keep Going
Stay the Course Together

Your plan isn't a one-and-done document — I'll be right there with you to adjust, refine, and keep things moving in the right direction.

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Questions We Can Explore Together

Good planning begins with the questions that matter to you. Here are a few we can work through together.

Can I retire on my timeline?

I help you connect your savings, expected income and spending priorities to the retirement you have in mind.

Read: Can I Retire at 60?

What should I do with my 401(k)?

We can review how your workplace retirement savings fit within your broader investment and income strategy.

Read: Your 401(k) Before Retirement

When should I claim Social Security?

I help you explore your timing choices in the context of your income needs and overall retirement plan.

Read: Comparing Social Security Claiming Ages

How do I prepare for a business transition?

We can connect your business goals with your personal financial priorities, coordinating with your tax and legal professionals as needed.

Explore the Resource Center for educational articles, or bring your questions to our next conversation.

Explore Your Retirement Questions

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Your DNA Test

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Your Financial Future Deserves a Plan.

Start with a conversation about what matters to you. Share your priorities, ask your questions and explore how a coordinated financial plan could support your next chapter.

Call (219) 400-0485 or request a conversation through our Request a Conversation page.

Schedule a Conversation

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