The Financial Depot, LLC.
The Financial Depot, LLC was established to assist individual & business clients with financial, healthcare & (employee) benefits goals. The Financial Depot, LLC assists clients with holistic financial target creation with strategies for education funding, major purchases & retirement savings accounts, mortgage & asset protection, life insurance, brokerage accounts, Traditional & Roth IRAs & legacy goals. Our advisors have a unique & value-added specialization for individual clients nearing retirement age. As we offer holistic financial target creation, its advisors also specialize in Healthcare & Medicare. The value that the firm brings to near-retirement-age clients & clients already in retirement is invaluable. We have a very unique and specialized perspective to be able to assist clients with healthcare, including Affordable Care Act Healthcare & Medicare plan reviews, plan enrollment as well as being in the unique position of understanding all the varying aspects & moving parts of Medicare, such as C-, D-, & I-SNPS, donut holes (coverage gaps) and specialized formularies.
For businesses, The Financial Depot, LLC. can help business clients with the formation & implementation of, the review of, or the change of their Defined Benefits or Contribution Plans, Retirement Savings Plans/Accounts & its fiduciary oversight. We also offer a wide variety of employee & ancillary benefits such as group medical, vision, dental, short- & long-term disability & life insurance as well as wellness programs. Also, for our business clients, we offer a streamlined benefits platform solution, where multiple benefits carriers & their data can all be housed, managed, & supported all in one place, in real time. For business clients who would like to implement a retiree group medical, dental, &/or vision plan, we have solutions that can be implemented & managed seamlessly.
Email hidden; Javascript is required.
10201 N. Illinois St.
Suite 300
Carmel, Indiana 46290
Map It
- Business & Professional Services
- Finance & Insurance
- Health Care
