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Ted Byrer - Financial Advisor, President & CEO

226 West Tansey Crossing


Westfield

,

IN

46074

Phone:

317-342-3365

Fax:

972-380-0097

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Neil H. Resnik, LUTCF

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Shows how qualified longevity annuity contracts create lifetime income.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Guides readers through estimating a realistic retirement savings target.

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The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How Long Will Your Funds Last?

Estimate the future value of your current savings.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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