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The Financial Depot, LLC

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Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial solutions and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

Below are just some of the solutions and services that we offer:

For Individuals:

Life Insurance:

Annual Renewable Term
Equity-Indexed Universal Life
Level Term — 10-, 15- and 20-Year
Whole Life
Universal Life
Variable Universal Life
Survivorship Variable Universal Life
Survivorship Universal Life

Disability and Long-Term Care Insurance:

Individual Disability Income
Individual Long-Term Care

Individual Retirement/Education Planning:

Traditional and Roth IRA
Coverdell Education Savings Account
529 Plans


Fixed (single flexible & immediate)
Variable Annuities (immediate & flexible payment)
Group Annuities (qualified retirement plans)
Equity Indexed Annuities

Equity Investments:

Mutual Funds (growth-oriented)
-Large Cap Growth/Value Funds
-Small/Mid Cap Growth/Value Funds
-International Equity Funds
-Asset Allocation Funds
-Sector Funds
Unit Investment Trusts (growth-oriented)
Publicly Traded Stocks
Alternative Investments

Fixed-Income Investments:

Mutual Funds (income-oriented)
Unit Investment Trusts (income-oriented)
Corporate, Municipal and Government Bonds
Money Market Deposit Accounts1
Certificates of Deposit1

Investment Accounts2 (Traditional Brokerage):

Access to extensive investment options from leading companies.

Investment Advisory Programs:

LPL Advisory Platforms
TAMPs - Third Party Asset Managers

Financial Planning:

Fee-Based Financial Planning
Equity Compensation (Stock Option) Analysis
Goal Planning
Personal Financial Plans
Personal Financial Plans with Estate Planning Strategies

For Businesses::

Retirement Plans

Individual Retirement Accounts (IRAs)
Simplified Employee Pension Plans
Owner 401(k) and Roth 401(k)
Roth 403(b)
Roth 457
412(e) Plan

Employee Benefits:

Short-Term Disability
Long-Term Disability

Executive Benefits:

Bonus Plans
Deferred Compensation Plans
Split-Dollar Plans

Group Insurance:

Health Insurance
Long-Term Care Insurance
Disability Income Insurance
Life Insurance

Financial Planning:

Employee Financial Planning
Educational Seminars

Business Planning and Estate Planning Strategies:

Buy-Sell Plans
Nonqualified Retirement Plans
401(k) Retirement Plans

Business Continuation Programs:

Key Person Coverage
Buy-Sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)


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10201 N. Illinois St.
Suite 300
Carmel, Indiana 46290
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  • Finance & Insurance

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