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Marie S. Marks, CFP®

Strategic Planning Group, Inc.

9955 Crosspoint Blvd
Ste 150
Indianapolis, IN 46256
Phone: (317) 806-3081
Fax: (317) 806-3082

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Women's Finances

 

How Planner Charges
N/A

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