Brody Schoen

I help my clients build a plan for the retirement they desire by helping them answer 3 key questions: How much will retirement cost? How will it be funded? How long will it last? A plan for your retirement can help you feel confident about the future.

Financial Advisor at Waddell & Reed in Indianapolis, IN

About

1. Investment Management - Tax efficiency, risk/reward assessment 2. Retirement Planning - cost, funding, longevity 3. Legacy Planning - estate, insurance

Address
9000 Keystone Xing Ste 350 in Indianapolis, IN 46240
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by knorman1969
Answered by Kirby Thomas PRO+
Online Life Insurance Comp in San Diego, CA
Hello knorman1969. Let's assume that you have not started to invest at all up to now but you can see the need for it and you also have the ability to do so now. Th...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 6
Series 63
Series 65
Series 7

Background

Experience

Financial Advisor

Education

DePauw University