Services for Individuals & Families
Financial Guidance for the Life You Want to Live
Your financial decisions should reflect your goals, your family and the stage of life you are in. James Mehok works with individuals and families to connect retirement, investment and wealth planning decisions in a personal financial strategy.
Retirement & Income Planning
For people preparing for retirement or already retired, we review the transition from earning income to using savings. Together, we discuss your retirement timeline, anticipated spending, sources of income, Social Security timing and the role of your investments. Explore retirement planning.
Investment Management
For clients building or managing a portfolio, we develop and review an investment approach based on your objectives, time horizon and tolerance for risk. We discuss how your holdings fit together, including concentrated positions, and review the tradeoffs behind investment decisions as your circumstances change.
Education & College Planning
For parents and grandparents with education goals, we discuss the costs you anticipate, when the funds may be needed and how saving for education fits alongside retirement and other priorities. The conversation focuses on developing a savings approach that reflects your family’s circumstances and goals.
Insurance & Extended-Care Planning
For individuals and families considering risks to their financial plan, we review life insurance and extended-care strategies in the context of your needs and resources. We discuss how these choices may support your broader plan, along with costs, limitations and tradeoffs.
Estate & Charitable Planning Coordination
For clients thinking about the legacy they want to leave, we discuss estate and charitable giving goals as part of the financial planning conversation. We coordinate with your legal and tax professionals so that financial decisions can be considered alongside their advice. Your attorney and tax adviser provide legal and tax advice.
Planning for Family & Changing Needs
Life changes can bring new financial questions. We review how changing family circumstances, special-needs planning considerations and other priorities affect your strategy, coordinating with your legal and tax professionals where appropriate. Regular reviews provide an opportunity to revisit your goals and discuss adjustments.
Own a business? Explore services for businesses and business owners.
Start With Your Priorities
Your first appointment typically lasts 30 minutes to an hour. In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available.
Or call (219) 400-0485. Learn how we work together.
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.