Skip to content
Menu
Home
Meet the Team
Meet the Team
Craig L. Reed
John R. Reuter
Jack Reuter
Matt Koehling
Debbie Fenton
Chad B. Harris
Pam Navratil
Lisa M Robertson
Ashleigh Piercefield
Dino Martinbianco
Internal Partners
About Raymond James
Clients
Clients
Retirement Plan & Institutional Advisory Council
Business Owners
Corporate Executives
Corporate Retirement Plans
Corporate Retirement Plans
What To Expect
Endowments & Foundations
Families & Individuals
Healthcare Professionals
Non-Profits
How We Serve
How We Serve
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Portfolio Management
Portfolio Management
Investment Strategies
Alternative Investments
Fixed Income Services
Risk Management
Financial Planning
Financial Planning
Longevity Planning
Retirement Planning
Education Planning
Business Planning
Estate, Charitable Giving & Trust
Banking and Lending Solutions
Corporate Retirement Plan Consulting
Institutional Consulting
Sudden Wealth
Our Beliefs
Our Beliefs
Why Do Clients Choose and Stay With Us
Investment Strategy
Our Process
Community Involvement
Why Work With a CFP®
Benefits of Choosing an AIF® Designee
Private Wealth
Private Wealth
Private Wealth Advisor
Insights
Resources
Resources
Commentary and Insights
COVID-19 Guidelines
WorthWhile
Goal Planning & Monitoring
Goal Planning & Monitoring
Goals and Resources Worksheet
Goal Green
Retirement Readiness Checklist
Additional Resources
Additional Resources
Asset Allocation Calculator
College Savings Calculator
Mortgage Loan Calculator
Retirement Planning Calculator
Longevity Resources
Longevity Resources
HealthPlanOne
HealthMarkets
Broadspire
PinnacleCare
EverSafe
Everplans
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Downtown Indianapolis
421 N Pennsylvania St
Ste 201
Indianapolis, IN 46204
T: 317.968.1900
F: 317.635.9309
TF: 855.608.7541
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Family & Lifestyle
Topic
Education
Women
Media
Article
Infographic
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
View
Family & Lifestyle
The five most popular methods for funding education
Know which options work best for you and plan early.
Read
Family & Lifestyle
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Read
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Read
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Read
Family & Lifestyle
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Read
Family & Lifestyle
Load more
Load more