Financial Planning for Schererville & the Surrounding Area
Personal Guidance Close to Home
Mehok Wealth Management serves individuals, families and business owners in Schererville, Indiana, and communities within approximately 25 miles of ZIP code 46375. Work directly with James Mehok to connect your financial decisions with your priorities, your family and the future you want to build.
Retirement Planning
Whether retirement is approaching or already underway, we discuss your timeline, anticipated spending, sources of income, Social Security timing and the role of your investments. The conversation brings these decisions together in the context of your goals. Explore retirement planning.
Investment & Family Wealth Planning
We develop and review an investment approach based on your objectives, time horizon and tolerance for risk. Your broader financial priorities may include education goals, insurance and extended-care strategies, charitable giving and estate coordination with your legal and tax professionals. Explore services for individuals and families.
Financial Planning for Business Owners
Your business and personal financial decisions are connected. We discuss owner retirement, retirement-plan considerations, succession and business transitions, cash flow and debt management, coordinating with your tax and legal advisers where appropriate. Explore services for businesses and business owners.
Where and How We Meet
In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available. Your first appointment typically lasts 30 minutes to an hour, and we will confirm the time and meeting details after receiving your request.
Our Schererville address—P.O. Box 173, Schererville, IN 46375—is a mailing address. Please arrange an appointment before attending an in-person meeting.
Start With Your Questions
Bring the decisions you are facing: preparing for retirement, reviewing investments, balancing family goals or planning your next business chapter. Learn how we work together or get to know James Mehok.
Call (219) 400-0485. Please keep online messages general and do not include account numbers, Social Security numbers or financial documents.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not protect against market risk. Legal and tax advice should be obtained from your legal and tax professionals.