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Kevin Sweet, CFP®, CIMA®

Column Capital

3815 River Crossing Parkway
Ste 340
Indianapolis, IN 46240
Phone: (317) 663-6500

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.